Filed September 23, 2008
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 | $38,605 | $76,552-49.6% | $123,892-68.8% | $62,891-38.6% |
| Participation rate | 82.1% | 73.0%+9.2pp | 81.4%+0.7pp | 69.3%+12.8pp |
| Annual return | 7.25% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,928 | $4,840-60.2% | $5,984-67.8% | $3,203-39.8% |
| Admin fee / account holder | $511 | $4,826-89.4% | $8,357-93.9% | $4,296-88.1% |