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 | $236,782 | $197,591+19.8% | $177,821+33.2% | $158,922+49.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.53% | 58.76%-47.2pp | 48.32%-36.8pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,094 | $6,697-83.7% | $5,918-81.5% | $4,761-77.0% |
| Participant deferral / active EE | $11,986 | $8,405+42.6% | $7,714+55.4% | $5,982+100.4% |
| Admin fee / account holder | $2,870 | $15,399-81.4% | $12,427-76.9% | $11,246-74.5% |