Filed November 24, 2009 (most recent of 2 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 6-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,774 | $76,367-67.6% | $93,606-73.5% | $72,985-66.1% |
| Participation rate | 94.0% | 71.7%+22.3pp | 75.8%+18.2pp | 69.5%+24.5pp |
| Annual return | 19.47% | 25.82%-6.3pp | 32.76%-13.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $442 | $2,275-80.6% | $2,718-83.7% | $2,440-81.9% |
| Participant deferral / active EE | $1,365 | $3,538-61.4% | $4,069-66.5% | $3,607-62.2% |
| Admin fee / account holder | $3,130 | $6,838-54.2% | $7,888-60.3% | $5,124-38.9% |