Filed September 11, 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 | $44,200 | $73,867-40.2% | $143,757-69.3% | $68,494-35.5% |
| Participation rate | 90.6% | 66.7%+24.0pp | 80.3%+10.3pp | 67.9%+22.7pp |
| Annual return | -19.55% | 1.01%-20.6pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,580 | $3,384+5.8% | $5,637-36.5% | $4,027-11.1% |
| Admin fee / account holder | $1,012 | $5,755-82.4% | $14,673-93.1% | $5,403-81.3% |