Filed May 9, 2008
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 | $33,906 | $81,070-58.2% | $86,590-60.8% | - |
| Participation rate | 83.8% | 69.8%+14.0pp | 73.5%+10.3pp | - |
| Annual return | 16.53% | 13.68%+2.8pp | 964.84%-948.3pp | - |
| Employer contribution / active EE | $1,639 | $2,009-18.4% | $2,839-42.3% | - |
| Participant deferral / active EE | $2,310 | $3,009-23.2% | $3,609-36.0% | - |
| Admin fee / account holder | $1,633 | $2,785-41.4% | $4,906-66.7% | - |