Filed January 19, 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 | $117,912 | $56,114+110.1% | $96,139+22.6% | $85,850+37.3% |
| Participation rate | 88.9% | 56.7%+32.2pp | 68.4%+20.4pp | 69.3%+19.6pp |
| Annual return | 11.62% | 42.30%-30.7pp | 191.94%-180.3pp | 318.53%-306.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,173 | $2,859+46.0% | $4,349-4.0% | $3,952+5.6% |
| Admin fee / account holder | $22,496 | $3,768+497.0% | $5,537+306.3% | $6,260+259.4% |