Filed August 8, 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.
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 | $16,779 | $76,000-77.9% | $154,107-89.1% | $64,186-73.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.36% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $184 | $3,351-94.5% | $5,298-96.5% | $2,381-92.3% |
| Participant deferral / active EE | $1,323 | $3,175-58.3% | $5,081-74.0% | $3,470-61.9% |
| Admin fee / account holder | $697 | $5,596-87.5% | $13,411-94.8% | $4,888-85.7% |