Filed September 15, 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.
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 | $230,224 | $179,726+28.1% | $156,263+47.3% | $142,382+61.7% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.9%+16.1pp | 80.1%+14.9pp |
| Annual return | 14.06% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,006 | $5,069-80.1% | $4,333-76.8% | $4,299-76.6% |
| Participant deferral / active EE | $8,352 | $6,956+20.1% | $6,158+35.6% | $6,507+28.4% |
| Admin fee / account holder | $30,106 | $17,272+74.3% | $14,255+111.2% | $12,624+138.5% |