Filed November 8, 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 | $43,951 | $87,841-50.0% | $133,980-67.2% | $62,891-30.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.29% | 12.05%-5.8pp | 29.30%-23.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,023 | $3,483-41.9% | $5,211-61.2% | $2,281-11.3% |
| Participant deferral / active EE | $1,882 | $4,812-60.9% | $6,282-70.0% | $3,203-41.2% |
| Admin fee / account holder | $8,992 | $5,371+67.4% | $9,324-3.6% | $4,296+109.3% |