Filed April 15, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,895 | $57,354-4.3% | $83,848-34.5% | $64,186-14.5% |
| Participation rate | 73.1% | 68.6%+4.5pp | 76.1%-3.1pp | 69.6%+3.5pp |
| Annual return | -6.14% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $362 | $2,545-85.8% | $3,631-90.0% | $2,381-84.8% |
| Participant deferral / active EE | $1,934 | $2,993-35.4% | $4,082-52.6% | $3,470-44.3% |
| Admin fee / account holder | $1,112 | $4,046-72.5% | $5,478-79.7% | $4,888-77.2% |