Filed June 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.
Participant 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 | $33,992 | $49,177-30.9% | $79,464-57.2% | $64,186-47.0% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.3%+23.8pp | 69.6%+27.6pp |
| Annual return | 6.64% | -1.16%+7.8pp | 718.14%-711.5pp | 7.63%-1.0pp |
| Employer contribution / active EE | $6,435 | $2,076+209.9% | $2,800+129.8% | $2,381+170.3% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,766 | $3,839+50.2% | $5,113+12.8% | $4,888+18.0% |