Filed April 2, 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.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,006 | $50,815-68.5% | $155,509-89.7% | $77,643-79.4% |
| Participation rate | 98.0% | 63.1%+34.9pp | 78.2%+19.8pp | 70.6%+27.4pp |
| Annual return | 11.74% | 34.80%-23.1pp | 64.67%-52.9pp | 31.24%-19.5pp |
| Employer contribution / active EE | $1,536 | $1,993-22.9% | $4,672-67.1% | $2,726-43.6% |
| Participant deferral / active EE | $668 | $2,822-76.3% | $5,626-88.1% | $4,647-85.6% |
| Admin fee / account holder | $4 | $437-99.2% | $15,912-100.0% | $430-99.2% |