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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,493 | $125,758-64.6% | $169,993-73.8% | $75,163-40.8% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.0%-7.0pp | 67.2%+12.8pp |
| Annual return | 11.19% | 27.20%-16.0pp | 53.37%-42.2pp | 160.62%-149.4pp |
| Employer contribution / active EE | $1,000 | $4,615-78.3% | $6,785-85.3% | $2,670-62.5% |
| Participant deferral / active EE | $3,166 | $6,837-53.7% | $10,408-69.6% | $4,125-23.3% |
| Admin fee / account holder | $6,764 | $8,173-17.2% | $12,815-47.2% | $5,651+19.7% |