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 | $38,848 | $65,561-40.7% | $86,188-54.9% | $75,163-48.3% |
| Participation rate | 70.0% | 60.5%+9.5pp | 69.0%+1.0pp | 67.2%+2.8pp |
| Annual return | 8.08% | 46.05%-38.0pp | 1168.45%-1160.4pp | 160.62%-152.5pp |
| Employer contribution / active EE | $1,598 | $1,553+2.9% | $2,380-32.9% | $2,670-40.1% |
| Participant deferral / active EE | $3,172 | $3,024+4.9% | $3,985-20.4% | $4,125-23.1% |
| Admin fee / account holder | $35,020 | $5,474+539.7% | $6,852+411.1% | $5,651+519.7% |