Filed December 22, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $129,205 | $65,703+96.6% | $94,224+37.1% | $59,632+116.7% |
| Participation rate | 98.9% | 72.1%+26.8pp | 78.8%+20.1pp | 68.7%+30.2pp |
| Annual return | -15.15% | 5.22%-20.4pp | 10.68%-25.8pp | 2041.28%-2056.4pp |
| Employer contribution / active EE | $5,517 | $2,021+173.0% | $3,587+53.8% | $2,203+150.5% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,824 | $4,264-10.3% | $6,269-39.0% | $4,297-11.0% |