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 | $60,253 | $167,484-64.0% | $151,611-60.3% | $134,475-55.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.49% | 7.80%-24.3pp | 3.33%-19.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,334 | $6,829-51.2% | $6,166-45.9% | $4,740-29.6% |
| Participant deferral / active EE | $2,475 | $8,986-72.5% | $8,363-70.4% | $6,400-61.3% |
| Admin fee / account holder | $12,361 | $13,783-10.3% | $11,616+6.4% | $11,426+8.2% |