Filed January 22, 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 | $43,855 | $67,411-34.9% | $91,001-51.8% | $70,131-37.5% |
| Participation rate | 83.9% | 71.4%+12.5pp | 75.6%+8.3pp | 69.5%+14.3pp |
| Annual return | 14.97% | -40.16%+55.1pp | 4.60%+10.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $131 | $1,786-92.7% | $2,456-94.7% | $2,342-94.4% |
| Participant deferral / active EE | $3,390 | $2,823+20.1% | $3,547-4.4% | $3,332+1.8% |
| Admin fee / account holder | $4,931 | $4,236+16.4% | $5,417-9.0% | $4,645+6.2% |