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 | $54,712 | $138,347-60.5% | $184,203-70.3% | $80,856-32.3% |
| Participation rate | 70.0% | 83.9%-13.9pp | 86.8%-16.8pp | 67.6%+2.4pp |
| Annual return | 17.90% | 20.02%-2.1pp | 28.81%-10.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $987 | $4,850-79.6% | $6,427-84.6% | $2,755-64.2% |
| Participant deferral / active EE | $3,035 | $7,071-57.1% | $9,131-66.8% | $4,296-29.3% |
| Admin fee / account holder | $1,107 | $10,483-89.4% | $13,901-92.0% | $6,918-84.0% |