Filed January 29, 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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,692 | $109,359-68.3% | $162,163-78.6% | $72,985-52.5% |
| Participation rate | 70.5% | 84.3%-13.8pp | 87.6%-17.1pp | 69.5%+1.0pp |
| Annual return | 14.58% | 25.46%-10.9pp | 115.59%-101.0pp | 81.00%-66.4pp |
| Employer contribution / active EE | $142 | $3,907-96.4% | $5,614-97.5% | $2,440-94.2% |
| Participant deferral / active EE | $2,839 | $5,481-48.2% | $7,298-61.1% | $3,607-21.3% |
| Admin fee / account holder | $2,844 | $7,972-64.3% | $10,843-73.8% | $5,124-44.5% |