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 | $203,928 | $183,963+10.9% | $162,163+25.8% | $152,861+33.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 64.42% | 150.76%-86.3pp | 115.59%-51.2pp | 345.32%-280.9pp |
| Employer contribution / active EE | $1,045 | $6,371-83.6% | $5,614-81.4% | $4,762-78.1% |
| Participant deferral / active EE | $10,882 | $8,034+35.5% | $7,298+49.1% | $5,850+86.0% |
| Admin fee / account holder | $4,838 | $13,121-63.1% | $10,843-55.4% | $11,596-58.3% |