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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,954 | $138,347-55.9% | $184,203-66.9% | $80,856-24.6% |
| Participation rate | 97.4% | 83.9%+13.6pp | 86.8%+10.6pp | 67.6%+29.8pp |
| Annual return | 9.38% | 20.02%-10.6pp | 28.81%-19.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $4,233 | $4,850-12.7% | $6,427-34.1% | $2,755+53.7% |
| Participant deferral / active EE | $2,732 | $7,071-61.4% | $9,131-70.1% | $4,296-36.4% |
| Admin fee / account holder | $24,271 | $10,483+131.5% | $13,901+74.6% | $6,918+250.8% |