Filed November 25, 2008
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,383 | $112,096-89.8% | $95,952-88.1% | $158,922-92.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.36% | 171.09%-170.7pp | 91.61%-91.3pp | 302.83%-302.5pp |
| Employer contribution / active EE | $2,002 | $3,198-37.4% | $2,541-21.2% | $4,761-58.0% |
| Participant deferral / active EE | $2,064 | $4,784-56.9% | $4,167-50.5% | $5,982-65.5% |
| Admin fee / account holder | $6,470 | $10,130-36.1% | $6,795-4.8% | $11,246-42.5% |