Filed February 20, 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 | $52,329 | $138,347-62.2% | $184,203-71.6% | $80,856-35.3% |
| Participation rate | 87.2% | 83.9%+3.3pp | 86.8%+0.4pp | 67.6%+19.6pp |
| Annual return | 11.09% | 20.02%-8.9pp | 28.81%-17.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,258 | $4,850-53.4% | $6,427-64.9% | $2,755-18.0% |
| Participant deferral / active EE | $3,847 | $7,071-45.6% | $9,131-57.9% | $4,296-10.4% |
| Admin fee / account holder | $6,222 | $10,483-40.7% | $13,901-55.2% | $6,918-10.1% |