Filed November 19, 2009 (most recent of 3 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
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 | $18,495 | $110,094-83.2% | $151,611-87.8% | $68,494-73.0% |
| Participation rate | 81.3% | 84.0%-2.7pp | 87.5%-6.2pp | 67.9%+13.4pp |
| Annual return | -11.48% | -10.12%-1.4pp | 3.33%-14.8pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,174 | $4,471-73.7% | $6,166-81.0% | $2,596-54.8% |
| Participant deferral / active EE | $2,646 | $6,527-59.5% | $8,363-68.4% | $4,027-34.3% |
| Admin fee / account holder | $591 | $7,719-92.3% | $11,616-94.9% | $5,403-89.1% |