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 | $56,040 | $160,055-65.0% | $140,016-60.0% | $135,375-58.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.32% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,489 | $6,420-45.7% | $5,606-37.8% | $4,779-27.0% |
| Participant deferral / active EE | $2,318 | $7,642-69.7% | $6,927-66.5% | $5,609-58.7% |
| Admin fee / account holder | $4,994 | $13,328-62.5% | $10,705-53.4% | $10,827-53.9% |