Filed July 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.
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 | $54,431 | $138,347-60.7% | $184,203-70.5% | $80,856-32.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.6%+7.4pp |
| Annual return | 12.60% | 20.02%-7.4pp | 28.81%-16.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,701 | $4,850-64.9% | $6,427-73.5% | $2,755-38.3% |
| Participant deferral / active EE | $3,111 | $7,071-56.0% | $9,131-65.9% | $4,296-27.6% |
| Admin fee / account holder | $1,273 | $10,483-87.9% | $13,901-90.8% | $6,918-81.6% |