Filed September 23, 2008 (most recent of 3 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 | $93,451 | $290,732-67.9% | $200,582-53.4% | - |
| Participation rate | 82.8% | 83.9%-1.1pp | 86.9%-4.1pp | - |
| Annual return | 14.86% | 14.10%+0.8pp | 42.33%-27.5pp | - |
| Employer contribution / active EE | $3,675 | $5,017-26.8% | $6,419-42.8% | - |
| Participant deferral / active EE | $4,917 | $8,241-40.3% | $9,331-47.3% | - |
| Admin fee / account holder | $7,213 | $8,656-16.7% | $16,305-55.8% | - |