Filed March 13, 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 | $84,594 | $89,355-5.3% | $141,162-40.1% | $72,985+15.9% |
| Participation rate | 71.6% | 75.1%-3.5pp | 82.5%-10.8pp | 69.5%+2.1pp |
| Annual return | 121.58% | 111.85%+9.7pp | 71.39%+50.2pp | 81.00%+40.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,700 | $5,418+23.7% | $6,709-0.1% | $3,607+85.7% |
| Admin fee / account holder | $19,861 | $5,958+233.3% | $10,261+93.6% | $5,124+287.6% |