Filed August 15, 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 | $25,870 | $168,632-84.7% | $147,614-82.5% | $125,391-79.4% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -0.65% | 77.65%-78.3pp | 61.98%-62.6pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,398 | $6,252-77.6% | $5,564-74.9% | $4,866-71.3% |
| Participant deferral / active EE | $3,184 | $5,507-42.2% | $4,895-35.0% | $5,352-40.5% |
| Admin fee / account holder | $10,952 | $13,580-19.4% | $11,611-5.7% | $9,540+14.8% |