Filed July 7, 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.
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 | $48,105 | $167,484-71.3% | $151,611-68.3% | $134,475-64.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 9.50% | 7.80%+1.7pp | 3.33%+6.2pp | 417.96%-408.5pp |
| Employer contribution / active EE | $500 | $6,829-92.7% | $6,166-91.9% | $4,740-89.5% |
| Participant deferral / active EE | $550 | $8,986-93.9% | $8,363-93.4% | $6,400-91.4% |
| Admin fee / account holder | $340 | $13,783-97.5% | $11,616-97.1% | $11,426-97.0% |