Filed March 12, 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.
Participant 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 | $15,144 | $138,347-89.1% | $184,203-91.8% | $80,856-81.3% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+12.0pp | 67.6%+31.1pp |
| Annual return | 66.11% | 20.02%+46.1pp | 28.81%+37.3pp | 35.59%+30.5pp |
| Employer contribution / active EE | $2,442 | $4,850-49.7% | $6,427-62.0% | $2,755-11.4% |
| Participant deferral / active EE | $2,478 | $7,071-65.0% | $9,131-72.9% | $4,296-42.3% |
| Admin fee / account holder | $662 | $10,483-93.7% | $13,901-95.2% | $6,918-90.4% |