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 | $27,544 | $149,734-81.6% | $118,925-76.8% | $158,922-82.7% |
| Participation rate | 94.7% | 82.1%+12.7pp | 75.4%+19.4pp | 82.0%+12.8pp |
| Annual return | 11.39% | 19.95%-8.6pp | 35.88%-24.5pp | 302.83%-291.4pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $366 | $5,223-93.0% | $4,265-91.4% | $5,982-93.9% |
| Admin fee / account holder | $495 | $8,603-94.2% | $6,581-92.5% | $11,246-95.6% |