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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,228 | $79,523+60.0% | $140,016-9.1% | $56,287+126.0% |
| Participation rate | 81.4% | 85.7%-4.3pp | 87.5%-6.1pp | 69.9%+11.6pp |
| Annual return | -7.35% | 2.39%-9.7pp | 651.12%-658.5pp | -9.96%+2.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $11,271 | $5,129+119.8% | $6,927+62.7% | $3,350+236.5% |
| Admin fee / account holder | $2,735 | $614+345.2% | $10,705-74.5% | $521+424.9% |