Filed November 26, 2008 (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 | $107,929 | $45,073+139.5% | $69,455+55.4% | $72,985+47.9% |
| Participation rate | 76.7% | 68.5%+8.2pp | 74.6%+2.1pp | 69.5%+7.2pp |
| Annual return | 17.89% | 22.65%-4.8pp | 28.97%-11.1pp | 81.00%-63.1pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,616 | $2,602+192.7% | $3,535+115.4% | $3,607+111.1% |
| Admin fee / account holder | $16,028 | $3,056+424.5% | $3,839+317.5% | $5,124+212.8% |