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 | $39,551 | $148,978-73.5% | $200,582-80.3% | $84,808-53.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.21% | 28.16%-12.9pp | 42.33%-27.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,811 | $4,815-41.6% | $6,419-56.2% | $2,631+6.8% |
| Participant deferral / active EE | $200 | $7,142-97.2% | $9,331-97.9% | $4,212-95.3% |
| Admin fee / account holder | $2,223 | $13,977-84.1% | $16,305-86.4% | $7,344-69.7% |