Filed May 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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,185 | $85,766-85.8% | $136,294-91.1% | $70,131-82.6% |
| Participation rate | 78.4% | 74.2%+4.3pp | 81.9%-3.5pp | 69.5%+8.9pp |
| Annual return | 15.56% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $473 | $2,966-84.0% | $4,695-89.9% | $2,342-79.8% |
| Participant deferral / active EE | $1,638 | $5,051-67.6% | $6,247-73.8% | $3,332-50.8% |
| Admin fee / account holder | $1,025 | $5,420-81.1% | $9,243-88.9% | $4,645-77.9% |