Filed June 4, 2009
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 | $46,962 | $140,588-66.6% | $123,104-61.9% | $125,391-62.5% |
| Participation rate | 70.6% | 88.2%-17.6pp | 86.8%-16.2pp | 83.2%-12.6pp |
| Annual return | -2.54% | 16.80%-19.3pp | 13.22%-15.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $1,056 | $6,041-82.5% | $5,151-79.5% | $4,866-78.3% |
| Participant deferral / active EE | $2,401 | $6,980-65.6% | $6,230-61.5% | $5,352-55.1% |
| Admin fee / account holder | $3,836 | $11,198-65.7% | $9,015-57.4% | $9,540-59.8% |