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 | $40,669 | $140,940-71.1% | $112,229-63.8% | $139,434-70.8% |
| Participation rate | 70.0% | 79.2%-9.2pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 15.37% | 32.71%-17.3pp | 30.20%-14.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $857 | $5,874-85.4% | $4,798-82.1% | $6,710-87.2% |
| Admin fee / account holder | $3,951 | $9,954-60.3% | $7,748-49.0% | $11,403-65.4% |