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 | $237,169 | $154,117+53.9% | $129,995+82.4% | $139,434+70.1% |
| Participation rate | 87.0% | 82.0%+5.0pp | 78.5%+8.5pp | 80.3%+6.6pp |
| Annual return | 7.77% | 32.48%-24.7pp | -137.18%+144.9pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,404 | $5,289-73.5% | $4,320-67.5% | $4,751-70.4% |
| Participant deferral / active EE | $12,012 | $6,710+79.0% | $5,820+106.4% | $6,710+79.0% |
| Admin fee / account holder | $1,363 | $14,007-90.3% | $10,614-87.2% | $11,403-88.0% |