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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,675 | $85,766-72.4% | $136,294-82.6% | $70,131-66.2% |
| Participation rate | 98.5% | 74.2%+24.4pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 15.88% | 31.45%-15.6pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $698 | $2,966-76.5% | $4,695-85.1% | $2,342-70.2% |
| Participant deferral / active EE | $1,591 | $5,051-68.5% | $6,247-74.5% | $3,332-52.3% |
| Admin fee / account holder | $519 | $5,420-90.4% | $9,243-94.4% | $4,645-88.8% |