Filed October 22, 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 4-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,866 | $63,346-56.0% | $92,233-69.8% | $70,131-60.3% |
| Participation rate | 84.4% | 68.7%+15.7pp | 76.5%+7.9pp | 69.5%+14.8pp |
| Annual return | 10.86% | 530.12%-519.3pp | 176.28%-165.4pp | 73.14%-62.3pp |
| Employer contribution / active EE | $2,878 | $2,471+16.5% | $3,679-21.8% | $2,342+22.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $973 | $3,840-74.7% | $5,194-81.3% | $4,645-79.0% |