Filed May 12, 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.
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 | $54,822 | $94,529-42.0% | $140,016-60.8% | $64,186-14.6% |
| Participation rate | 70.9% | 84.1%-13.2pp | 87.5%-16.6pp | 69.6%+1.4pp |
| Annual return | -1.99% | 7.77%-9.8pp | 651.12%-653.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,261 | $3,812-66.9% | $5,606-77.5% | $2,381-47.1% |
| Participant deferral / active EE | $1,476 | $5,250-71.9% | $6,927-78.7% | $3,470-57.5% |
| Admin fee / account holder | $1,688 | $6,741-75.0% | $10,705-84.2% | $4,888-65.5% |