Filed September 3, 2008 (most recent of 2 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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,110 | $94,625-68.2% | $116,228-74.1% | $84,808-64.5% |
| Participation rate | 94.8% | 70.4%+24.4pp | 74.6%+20.3pp | 68.3%+26.5pp |
| Annual return | 6.05% | 20.40%-14.4pp | 90.06%-84.0pp | 40.90%-34.8pp |
| Employer contribution / active EE | $1,727 | $2,347-26.4% | $2,994-42.3% | $2,631-34.4% |
| Participant deferral / active EE | $4,620 | $3,972+16.3% | $4,953-6.7% | $4,212+9.7% |
| Admin fee / account holder | $4,174 | $10,091-58.6% | $11,989-65.2% | $7,344-43.2% |