Filed January 29, 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.
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 | $23,121 | $142,405-83.8% | $115,157-79.9% | $152,861-84.9% |
| Participation rate | 88.9% | 82.4%+6.5pp | 75.9%+13.0pp | 82.4%+6.4pp |
| Annual return | 14.33% | 41.48%-27.1pp | 35.60%-21.3pp | 345.32%-331.0pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $431 | $5,164-91.7% | $4,168-89.7% | $5,850-92.6% |
| Admin fee / account holder | $1,366 | $8,462-83.9% | $7,088-80.7% | $11,596-88.2% |