Filed June 8, 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 | $58,496 | $153,772-62.0% | $133,980-56.3% | $273,961-78.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 8.15% | 36.51%-28.4pp | 29.30%-21.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $272 | $6,029-95.5% | $5,211-94.8% | $4,869-94.4% |
| Participant deferral / active EE | $3,071 | $6,958-55.9% | $6,282-51.1% | $5,287-41.9% |
| Admin fee / account holder | $937 | $11,765-92.0% | $9,324-90.0% | $10,132-90.8% |