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 | $55,404 | $136,307-59.4% | $177,821-68.8% | $73,488-24.6% |
| Participation rate | 76.4% | 86.1%-9.7pp | 87.7%-11.4pp | 70.7%+5.7pp |
| Annual return | 13.78% | 18.68%-4.9pp | 48.32%-34.5pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,594 | $3,712-57.1% | $5,918-73.1% | $2,270-29.8% |
| Participant deferral / active EE | $1,895 | $5,829-67.5% | $7,714-75.4% | $3,740-49.3% |
| Admin fee / account holder | $3,698 | $596+520.9% | $12,427-70.2% | $513+620.8% |