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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,562 | $137,414-50.8% | $189,513-64.3% | $85,850-21.3% |
| Participation rate | 97.7% | 84.6%+13.1pp | 87.8%+9.9pp | 69.3%+28.4pp |
| Annual return | 9.35% | 38.14%-28.8pp | 555.15%-545.8pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,264 | $4,344-70.9% | $6,162-79.5% | $2,565-50.7% |
| Participant deferral / active EE | $2,898 | $6,260-53.7% | $8,221-64.8% | $3,952-26.7% |
| Admin fee / account holder | $7,027 | $8,630-18.6% | $12,045-41.7% | $6,260+12.2% |