Filed April 2, 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 | $99,150 | $87,841+12.9% | $133,980-26.0% | $62,891+57.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 87.1%+3.8pp | 69.3%+21.6pp |
| Annual return | 6.80% | 12.05%-5.3pp | 29.30%-22.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,871 | $3,483-46.3% | $5,211-64.1% | $2,281-17.9% |
| Participant deferral / active EE | $2,251 | $4,812-53.2% | $6,282-64.2% | $3,203-29.7% |
| Admin fee / account holder | $2,792 | $5,371-48.0% | $9,324-70.1% | $4,296-35.0% |