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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,342 | $110,094-76.1% | $151,611-82.6% | $68,494-61.5% |
| Participation rate | 93.9% | 84.0%+9.9pp | 87.5%+6.4pp | 67.9%+26.0pp |
| Annual return | -13.38% | -10.12%-3.3pp | 3.33%-16.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $3,251 | $4,471-27.3% | $6,166-47.3% | $2,596+25.2% |
| Participant deferral / active EE | $148 | $6,527-97.7% | $8,363-98.2% | $4,027-96.3% |
| Admin fee / account holder | $20,302 | $7,719+163.0% | $11,616+74.8% | $5,403+275.8% |