Filed October 31, 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.
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.)
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 | $28,886 | $109,359-73.6% | $162,163-82.2% | $72,985-60.4% |
| Participation rate | 80.0% | 84.3%-4.3pp | 87.6%-7.6pp | 69.5%+10.5pp |
| Annual return | 19.46% | 25.46%-6.0pp | 115.59%-96.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $774 | $3,907-80.2% | $5,614-86.2% | $2,440-68.3% |
| Participant deferral / active EE | $1,913 | $5,481-65.1% | $7,298-73.8% | $3,607-47.0% |
| Admin fee / account holder | $6,228 | $7,972-21.9% | $10,843-42.6% | $5,124+21.5% |