Filed August 6, 2008 (most recent of 2 filings on file)
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 | $80,496 | $202,156-60.2% | $184,203-56.3% | - |
| Participation rate | 80.8% | 85.7%-4.9pp | 86.8%-6.0pp | - |
| Annual return | 14.18% | 6.91%+7.3pp | 28.81%-14.6pp | - |
| Employer contribution / active EE | $4,812 | $4,387+9.7% | $6,427-25.1% | - |
| Participant deferral / active EE | $4,110 | $6,520-37.0% | $9,131-55.0% | - |
| Admin fee / account holder | $3,590 | $12,473-71.2% | $13,901-74.2% | - |