Filed December 21, 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 | $56,040 | $109,359-48.8% | $162,163-65.4% | $72,985-23.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.51% | 25.46%-3.9pp | 115.59%-94.1pp | 81.00%-59.5pp |
| Employer contribution / active EE | $3,071 | $3,907-21.4% | $5,614-45.3% | $2,440+25.9% |
| Participant deferral / active EE | $2,329 | $5,481-57.5% | $7,298-68.1% | $3,607-35.4% |
| Admin fee / account holder | $995 | $7,972-87.5% | $10,843-90.8% | $5,124-80.6% |