Filed May 17, 2008 (most recent of 3 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 6-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 | $47,380 | $87,841-46.1% | $133,980-64.6% | $62,891-24.7% |
| Participation rate | 96.8% | 83.4%+13.4pp | 87.1%+9.7pp | 69.3%+27.5pp |
| Annual return | 5.88% | 12.05%-6.2pp | 29.30%-23.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,292 | $3,483-5.5% | $5,211-36.8% | $2,281+44.3% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $941 | $5,371-82.5% | $9,324-89.9% | $4,296-78.1% |