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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,443 | $110,094-65.1% | $151,611-74.6% | $68,494-43.9% |
| Participation rate | 82.4% | 84.0%-1.6pp | 87.5%-5.1pp | 67.9%+14.5pp |
| Annual return | -7.22% | -10.12%+2.9pp | 3.33%-10.6pp | -7.84%+0.6pp |
| Employer contribution / active EE | $1,080 | $4,471-75.8% | $6,166-82.5% | $2,596-58.4% |
| Participant deferral / active EE | $2,827 | $6,527-56.7% | $8,363-66.2% | $4,027-29.8% |
| Admin fee / account holder | $314 | $7,719-95.9% | $11,616-97.3% | $5,403-94.2% |