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.
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 | $41,998 | $129,942-67.7% | $104,294-59.7% | $134,475-68.8% |
| Participation rate | 72.2% | 79.5%-7.3pp | 73.3%-1.0pp | 81.2%-9.0pp |
| Annual return | -11.93% | 42.03%-54.0pp | 24.61%-36.5pp | 417.96%-429.9pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $484 | $5,588-91.3% | $4,625-89.5% | $6,400-92.4% |
| Admin fee / account holder | $872 | $9,323-90.7% | $7,339-88.1% | $11,426-92.4% |