Filed June 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $63,221 | $94,031-32.8% | $115,768-45.4% | $82,448-23.3% |
| Participation rate | 97.0% | 70.4%+26.6pp | 74.4%+22.6pp | 68.1%+28.9pp |
| Annual return | 7.09% | 20.61%-13.5pp | 100.46%-93.4pp | 41.64%-34.5pp |
| Employer contribution / active EE | $3,112 | $2,323+33.9% | $2,940+5.9% | $2,551+22.0% |
| Participant deferral / active EE | $8,904 | $3,972+124.2% | $4,917+81.1% | $4,139+115.1% |
| Admin fee / account holder | $65,811 | $10,249+542.1% | $12,439+429.1% | $7,234+809.7% |