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 | $67,879 | $123,793-45.2% | $177,821-61.8% | $79,858-15.0% |
| Participation rate | 95.8% | 84.7%+11.2pp | 87.7%+8.1pp | 69.6%+26.2pp |
| Annual return | 14.05% | 22.82%-8.8pp | 48.32%-34.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,134 | $4,095-72.3% | $5,918-80.8% | $2,471-54.1% |
| Participant deferral / active EE | $4,438 | $5,956-25.5% | $7,714-42.5% | $3,740+18.7% |
| Admin fee / account holder | $8,574 | $7,243+18.4% | $12,427-31.0% | $5,306+61.6% |