Filed April 25, 2008 (most recent of 2 filings on file)
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 | $34,046 | $87,841-61.2% | $133,980-74.6% | $62,891-45.9% |
| Participation rate | 78.7% | 83.4%-4.7pp | 87.1%-8.3pp | 69.3%+9.4pp |
| Annual return | 7.26% | 12.05%-4.8pp | 29.30%-22.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,043 | $3,483-41.3% | $5,211-60.8% | $2,281-10.4% |
| Participant deferral / active EE | $77 | $4,812-98.4% | $6,282-98.8% | $3,203-97.6% |
| Admin fee / account holder | $646 | $5,371-88.0% | $9,324-93.1% | $4,296-85.0% |