Filed August 28, 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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $453,678 | $495,011-8.3% | $442,409+2.5% | $357,791+26.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 17.35% | 92.83%-75.5pp | 90.53%-73.2pp | 396.79%-379.4pp |
| Employer contribution / active EE | $3,668 | $8,270-55.6% | $7,697-52.3% | $7,508-51.1% |
| Participant deferral / active EE | $12,195 | $7,613+60.2% | $7,555+61.4% | $5,521+120.9% |
| Admin fee / account holder | $16,336 | $60,147-72.8% | $51,603-68.3% | $28,387-42.5% |