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 | $33,434 | $123,793-73.0% | $177,821-81.2% | $79,858-58.1% |
| Participation rate | 86.8% | 84.7%+2.2pp | 87.7%-0.9pp | 69.6%+17.2pp |
| Annual return | 12.99% | 22.82%-9.8pp | 48.32%-35.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $849 | $4,095-79.3% | $5,918-85.7% | $2,471-65.6% |
| Participant deferral / active EE | $1,892 | $5,956-68.2% | $7,714-75.5% | $3,740-49.4% |
| Admin fee / account holder | $413 | $7,243-94.3% | $12,427-96.7% | $5,306-92.2% |