Filed October 2, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,083 | $80,717-35.5% | $154,803-66.4% | $84,808-38.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.54% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.4pp |
| Employer contribution / active EE | $246 | $2,761-91.1% | $4,305-94.3% | $2,631-90.6% |
| Participant deferral / active EE | $4,983 | $3,303+50.9% | $5,540-10.1% | $4,212+18.3% |
| Admin fee / account holder | $5,535 | $6,746-17.9% | $14,329-61.4% | $7,344-24.6% |