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 | $178,174+29.2% | $156,181+47.4% | $137,256+67.7% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.8%+16.2pp | 80.0%+15.0pp |
| Annual return | 14.06% | 84.19%-70.1pp | 64.87%-50.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,006 | $4,972-79.8% | $4,294-76.6% | $4,156-75.8% |
| Participant deferral / active EE | $8,352 | $6,888+21.3% | $6,132+36.2% | $6,407+30.4% |
| Admin fee / account holder | $30,106 | $17,404+73.0% | $14,586+106.4% | $12,270+145.4% |