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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,355 | $138,347-60.0% | $184,203-69.9% | $80,856-31.5% |
| Participation rate | 91.9% | 83.9%+8.0pp | 86.8%+5.1pp | 67.6%+24.3pp |
| Annual return | 11.51% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $912 | $4,850-81.2% | $6,427-85.8% | $2,755-66.9% |
| Participant deferral / active EE | $2,954 | $7,071-58.2% | $9,131-67.6% | $4,296-31.2% |
| Admin fee / account holder | $4,566 | $10,483-56.4% | $13,901-67.2% | $6,918-34.0% |