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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,274 | $155,788-79.9% | $124,672-74.9% | $167,490-81.3% |
| Participation rate | 88.2% | 81.1%+7.1pp | 74.6%+13.6pp | 82.1%+6.1pp |
| Annual return | 5.75% | 17.97%-12.2pp | 5142.93%-5137.2pp | 478.56%-472.8pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $430 | $5,673-92.4% | $4,614-90.7% | $6,341-93.2% |
| Admin fee / account holder | $1,815 | $9,531-81.0% | $7,493-75.8% | $12,309-85.3% |