Filed June 8, 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 | $62,948 | $94,529-33.4% | $140,016-55.0% | $64,186-1.9% |
| Participation rate | 89.0% | 84.1%+5.0pp | 87.5%+1.5pp | 69.6%+19.5pp |
| Annual return | -3.98% | 7.77%-11.8pp | 651.12%-655.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,028 | $3,812-73.0% | $5,606-81.7% | $2,381-56.8% |
| Participant deferral / active EE | $3,528 | $5,250-32.8% | $6,927-49.1% | $3,470+1.7% |
| Admin fee / account holder | $2,957 | $6,741-56.1% | $10,705-72.4% | $4,888-39.5% |