Filed February 26, 2008 (most recent of 4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,615 | $76,552-74.4% | $123,892-84.2% | $62,891-68.8% |
| Participation rate | 91.2% | 73.0%+18.2pp | 81.4%+9.8pp | 69.3%+21.9pp |
| Annual return | 4.05% | 18.68%-14.6pp | 47.52%-43.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $663 | $2,883-77.0% | $4,617-85.6% | $2,281-70.9% |
| Participant deferral / active EE | $1,604 | $4,840-66.9% | $5,984-73.2% | $3,203-49.9% |
| Admin fee / account holder | $2,726 | $4,826-43.5% | $8,357-67.4% | $4,296-36.5% |