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 | $38,661 | $138,347-72.1% | $184,203-79.0% | $80,856-52.2% |
| Participation rate | 97.8% | 83.9%+13.9pp | 86.8%+11.0pp | 67.6%+30.1pp |
| Annual return | 11.88% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,105 | $4,850-36.0% | $6,427-51.7% | $2,755+12.7% |
| Participant deferral / active EE | $228 | $7,071-96.8% | $9,131-97.5% | $4,296-94.7% |
| Admin fee / account holder | $994 | $10,483-90.5% | $13,901-92.9% | $6,918-85.6% |