Filed January 29, 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.
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 | $71,455 | $140,588-49.2% | $123,104-42.0% | $125,391-43.0% |
| Participation rate | 94.7% | 88.2%+6.5pp | 86.8%+8.0pp | 83.2%+11.5pp |
| Annual return | 0.77% | 16.80%-16.0pp | 13.22%-12.4pp | 282.22%-281.5pp |
| Employer contribution / active EE | $3,151 | $6,041-47.8% | $5,151-38.8% | $4,866-35.2% |
| Participant deferral / active EE | $2,288 | $6,980-67.2% | $6,230-63.3% | $5,352-57.2% |
| Admin fee / account holder | $9,392 | $11,198-16.1% | $9,015+4.2% | $9,540-1.6% |