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 | $41,252 | $109,359-62.3% | $162,163-74.6% | $72,985-43.5% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.6%-0.1pp | 69.5%+18.0pp |
| Annual return | 17.57% | 25.46%-7.9pp | 115.59%-98.0pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,443 | $3,907-37.5% | $5,614-56.5% | $2,440+0.1% |
| Participant deferral / active EE | $83 | $5,481-98.5% | $7,298-98.9% | $3,607-97.7% |
| Admin fee / account holder | $1,307 | $7,972-83.6% | $10,843-87.9% | $5,124-74.5% |