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.
Participant 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,032 | $64,286-16.0% | $106,387-49.2% | $55,725-3.0% |
| Participation rate | 80.4% | 75.2%+5.2pp | 77.5%+2.9pp | 70.9%+9.5pp |
| Annual return | -0.08% | 0.84%-0.9pp | 0.25%-0.3pp | 244.93%-245.0pp |
| Employer contribution / active EE | $2,984 | $2,367+26.1% | $3,520-15.2% | $2,078+43.6% |
| Participant deferral / active EE | $0 | $4,158-100.0% | $5,421-100.0% | $3,356-100.0% |
| Admin fee / account holder | $409 | $102+299.7% | $7,510-94.6% | $115+255.0% |