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 | $33,517 | $125,758-73.3% | $169,993-80.3% | $75,163-55.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.21% | 27.20%-12.0pp | 53.37%-38.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $3,132 | $4,615-32.1% | $6,785-53.8% | $2,670+17.3% |
| Participant deferral / active EE | $238 | $6,837-96.5% | $10,408-97.7% | $4,125-94.2% |
| Admin fee / account holder | $1,075 | $8,173-86.8% | $12,815-91.6% | $5,651-81.0% |