Filed March 2, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,914 | $109,359-59.8% | $162,163-72.9% | $72,985-39.8% |
| Participation rate | 81.0% | 84.3%-3.3pp | 87.6%-6.6pp | 69.5%+11.5pp |
| Annual return | 20.19% | 25.46%-5.3pp | 115.59%-95.4pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,180 | $3,907-69.8% | $5,614-79.0% | $2,440-51.6% |
| Participant deferral / active EE | $2,875 | $5,481-47.5% | $7,298-60.6% | $3,607-20.3% |
| Admin fee / account holder | $734 | $7,972-90.8% | $10,843-93.2% | $5,124-85.7% |