Filed August 21, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,057 | $80,968+153.3% | $96,544+112.4% | $75,163+172.8% |
| Participation rate | 82.4% | 71.8%+10.6pp | 76.0%+6.4pp | 67.2%+15.2pp |
| Annual return | 16.84% | 27.06%-10.2pp | 25.84%-9.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $4,824 | $2,282+111.4% | $2,965+62.7% | $2,670+80.7% |
| Participant deferral / active EE | $1,339 | $3,928-65.9% | $4,851-72.4% | $4,125-67.5% |
| Admin fee / account holder | $1,079 | $6,724-84.0% | $8,252-86.9% | $5,651-80.9% |