Filed August 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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,150 | $160,055-37.4% | $140,016-28.5% | $135,375-26.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.59% | 911.38%-912.0pp | 651.12%-651.7pp | 519.73%-520.3pp |
| Employer contribution / active EE | $1,015 | $6,420-84.2% | $5,606-81.9% | $4,779-78.8% |
| Participant deferral / active EE | $8,934 | $7,642+16.9% | $6,927+29.0% | $5,609+59.3% |
| Admin fee / account holder | $32,535 | $13,328+144.1% | $10,705+203.9% | $10,827+200.5% |