Filed September 4, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,920 | $91,552+76.9% | $133,956+20.9% | $79,858+102.8% |
| Participation rate | 86.7% | 73.3%+13.3pp | 79.8%+6.8pp | 69.6%+17.0pp |
| Annual return | 19.97% | 61.85%-41.9pp | 45.09%-25.1pp | 31.71%-11.7pp |
| Employer contribution / active EE | $6,848 | $2,384+187.3% | $3,919+74.8% | $2,471+177.1% |
| Participant deferral / active EE | $1,184 | $3,733-68.3% | $5,048-76.5% | $3,740-68.3% |
| Admin fee / account holder | $1,206 | $6,321-80.9% | $8,927-86.5% | $5,306-77.3% |