Filed November 14, 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 | $116,708 | $82,032+42.3% | $123,104-5.2% | $59,632+95.7% |
| Participation rate | 72.6% | 83.2%-10.6pp | 86.8%-14.2pp | 68.7%+3.9pp |
| Annual return | 9.64% | 5.12%+4.5pp | 13.22%-3.6pp | 2041.28%-2031.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $11,414 | $4,667+144.6% | $6,230+83.2% | $3,192+257.6% |
| Admin fee / account holder | $6,527 | $5,881+11.0% | $9,015-27.6% | $4,297+51.9% |