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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,908 | $81,900+83.0% | $119,609+25.3% | $68,494+118.9% |
| Participation rate | 78.8% | 71.9%+6.9pp | 79.3%-0.5pp | 67.9%+10.9pp |
| Annual return | -22.56% | -23.82%+1.3pp | -14.97%-7.6pp | -7.84%-14.7pp |
| Employer contribution / active EE | $3,453 | $2,693+28.2% | $4,232-18.4% | $2,596+33.0% |
| Participant deferral / active EE | $7,635 | $4,148+84.1% | $5,602+36.3% | $4,027+89.6% |
| Admin fee / account holder | $2,941 | $6,582-55.3% | $10,323-71.5% | $5,403-45.6% |