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 | $129,522 | $42,894+202.0% | $60,874+112.8% | $68,494+89.1% |
| Participation rate | 79.3% | 66.8%+12.5pp | 73.1%+6.2pp | 67.9%+11.4pp |
| Annual return | -16.94% | -13.98%-3.0pp | 16.90%-33.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,359 | $2,867+226.5% | $3,817+145.2% | $4,027+132.4% |
| Admin fee / account holder | $1,174 | $3,101-62.1% | $3,224-63.6% | $5,403-78.3% |