Filed November 14, 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 | $77,828 | $41,377+88.1% | $109,313-28.8% | $62,891+23.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 7.33% | 11.05%-3.7pp | 22.07%-14.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $4,041 | $1,276+216.7% | $3,892+3.8% | $2,281+77.2% |
| Participant deferral / active EE | $467 | $2,045-77.2% | $3,166-85.2% | $3,203-85.4% |
| Admin fee / account holder | $5,025 | $2,884+74.2% | $5,666-11.3% | $4,296+17.0% |