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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,049 | $98,982-49.4% | $162,163-69.1% | $65,185-23.2% |
| Participation rate | 75.5% | 85.8%-10.3pp | 87.6%-12.1pp | 70.2%+5.3pp |
| Annual return | 18.03% | 24.84%-6.8pp | 115.59%-97.6pp | 29.38%-11.4pp |
| Employer contribution / active EE | $1,174 | $3,467-66.1% | $5,614-79.1% | $2,177-46.1% |
| Participant deferral / active EE | $1,406 | $5,384-73.9% | $7,298-80.7% | $3,514-60.0% |
| Admin fee / account holder | $2,185 | $596+266.3% | $10,843-79.9% | $847+157.9% |