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 | $56,349 | $100,041-43.7% | $149,718-62.4% | $70,131-19.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.68% | 27.43%-7.7pp | 1501.63%-1481.9pp | 73.14%-53.5pp |
| Employer contribution / active EE | $995 | $3,662-72.8% | $5,445-81.7% | $2,342-57.5% |
| Participant deferral / active EE | $3,339 | $4,983-33.0% | $6,569-49.2% | $3,332+0.2% |
| Admin fee / account holder | $1,617 | $8,286-80.5% | $11,283-85.7% | $4,645-65.2% |