Filed February 18, 2009 (most recent of 5 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,679 | $48,265+574.8% | $68,791+373.4% | $68,494+375.5% |
| Participation rate | 90.6% | 60.7%+29.9pp | 69.0%+21.5pp | 67.9%+22.7pp |
| Annual return | -9.67% | -12.71%+3.0pp | -6.38%-3.3pp | -7.84%-1.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,402 | $2,867+228.0% | $3,941+138.6% | $4,027+133.5% |
| Admin fee / account holder | $50,271 | $4,355+1054.2% | $4,932+919.3% | $5,403+830.5% |