Filed October 31, 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.
Employer 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 | $89,340 | $90,745-1.5% | $130,231-31.4% | $75,163+18.9% |
| Participation rate | 93.9% | 71.1%+22.9pp | 76.3%+17.7pp | 67.2%+26.7pp |
| Annual return | 14.42% | 34.45%-20.0pp | 38.77%-24.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,214 | $5,362-58.7% | $6,799-67.4% | $4,125-46.3% |
| Admin fee / account holder | $23,020 | $6,331+263.6% | $6,020+282.4% | $5,651+307.4% |