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 | $35,500 | $125,758-71.8% | $169,993-79.1% | $75,163-52.8% |
| Participation rate | 95.7% | 83.6%+12.1pp | 87.0%+8.7pp | 67.2%+28.5pp |
| Annual return | 10.88% | 27.20%-16.3pp | 53.37%-42.5pp | 160.62%-149.7pp |
| Employer contribution / active EE | $243 | $4,615-94.7% | $6,785-96.4% | $2,670-90.9% |
| Participant deferral / active EE | $4,393 | $6,837-35.7% | $10,408-57.8% | $4,125+6.5% |
| Admin fee / account holder | $1,363 | $8,173-83.3% | $12,815-89.4% | $5,651-75.9% |