Filed September 2, 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 | $244,243 | $162,781+50.0% | $133,956+82.3% | $158,922+53.7% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 4.71% | 41.94%-37.2pp | 45.09%-40.4pp | 302.83%-298.1pp |
| Employer contribution / active EE | $1,248 | $4,975-74.9% | $3,919-68.1% | $4,761-73.8% |
| Participant deferral / active EE | $9,376 | $5,911+58.6% | $5,048+85.7% | $5,982+56.7% |
| Admin fee / account holder | $4,953 | $11,736-57.8% | $8,927-44.5% | $11,246-56.0% |