Filed November 25, 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 | $62,855 | $109,359-42.5% | $162,163-61.2% | $72,985-13.9% |
| Participation rate | 88.0% | 84.3%+3.7pp | 87.6%+0.4pp | 69.5%+18.5pp |
| Annual return | 22.14% | 25.46%-3.3pp | 115.59%-93.4pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,456 | $3,907-62.7% | $5,614-74.1% | $2,440-40.3% |
| Participant deferral / active EE | $2,304 | $5,481-58.0% | $7,298-68.4% | $3,607-36.1% |
| Admin fee / account holder | $10,317 | $7,972+29.4% | $10,843-4.9% | $5,124+101.3% |