Filed November 17, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,260 | $146,267-77.9% | $197,124-83.6% | $82,448-60.9% |
| Participation rate | 78.3% | 84.0%-5.8pp | 86.7%-8.5pp | 68.1%+10.2pp |
| Annual return | 12.80% | 29.61%-16.8pp | 44.34%-31.5pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,619 | $4,723-65.7% | $6,227-74.0% | $2,551-36.5% |
| Participant deferral / active EE | $2,569 | $7,035-63.5% | $9,135-71.9% | $4,139-37.9% |
| Admin fee / account holder | $1,879 | $14,422-87.0% | $16,298-88.5% | $7,234-74.0% |