Filed March 14, 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 | $54,914 | $65,041-15.6% | $90,951-39.6% | $79,858-31.2% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.0%+11.0pp | 69.6%+10.4pp |
| Annual return | 0.86% | 30.45%-29.6pp | 134.60%-133.7pp | 31.71%-30.9pp |
| Employer contribution / active EE | $1,283 | $1,247+2.9% | $2,122-39.5% | $2,471-48.1% |
| Participant deferral / active EE | $3,235 | $2,512+28.8% | $3,373-4.1% | $3,740-13.5% |
| Admin fee / account holder | $32,908 | $4,536+625.5% | $5,959+452.3% | $5,306+520.2% |