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 | $56,809 | $110,094-48.4% | $151,611-62.5% | $68,494-17.1% |
| Participation rate | 75.9% | 84.0%-8.1pp | 87.5%-11.6pp | 67.9%+8.0pp |
| Annual return | -7.75% | -10.12%+2.4pp | 3.33%-11.1pp | -7.84%+0.1pp |
| Employer contribution / active EE | $3,154 | $4,471-29.4% | $6,166-48.8% | $2,596+21.5% |
| Participant deferral / active EE | $2,816 | $6,527-56.9% | $8,363-66.3% | $4,027-30.1% |
| Admin fee / account holder | $6,298 | $7,719-18.4% | $11,616-45.8% | $5,403+16.6% |