Filed January 4, 2010
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 | $224,515 | $297,529-24.5% | $246,525-8.9% | $357,791-37.2% |
| Participation rate | 95.8% | 86.5%+9.3pp | 82.0%+13.9pp | 85.6%+10.2pp |
| Annual return | 13.22% | -2.25%+15.5pp | 0.46%+12.8pp | 396.79%-383.6pp |
| Employer contribution / active EE | $3,857 | $8,709-55.7% | $7,467-48.3% | $7,508-48.6% |
| Participant deferral / active EE | $10,639 | $6,076+75.1% | $5,422+96.2% | $5,521+92.7% |
| Admin fee / account holder | $27,218 | $16,212+67.9% | $16,551+64.5% | $28,387-4.1% |