Filed August 25, 2008
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.
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 | $8,591 | $90,600-90.5% | $79,464-89.2% | $135,375-93.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.09% | 977.43%-969.3pp | 718.14%-710.1pp | 519.73%-511.6pp |
| Employer contribution / active EE | $748 | $3,068-75.6% | $2,800-73.3% | $4,779-84.3% |
| Participant deferral / active EE | $1,041 | $4,050-74.3% | $3,704-71.9% | $5,609-81.4% |
| Admin fee / account holder | $723 | $5,907-87.8% | $5,113-85.9% | $10,827-93.3% |