Filed December 4, 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.
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 | $59,936 | $171,865-65.1% | $149,718-60.0% | $147,584-59.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.53% | 2113.22%-2099.7pp | 1501.63%-1488.1pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,861 | $6,275-70.3% | $5,445-65.8% | $4,876-61.8% |
| Participant deferral / active EE | $1,881 | $7,271-74.1% | $6,569-71.4% | $5,439-65.4% |
| Admin fee / account holder | $7,049 | $13,799-48.9% | $11,283-37.5% | $10,885-35.2% |