Filed February 7, 2008 (most recent of 2 filings on file)
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.
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 | $64,349 | $138,347-53.5% | $184,203-65.1% | $80,856-20.4% |
| Participation rate | 98.2% | 83.9%+14.4pp | 86.8%+11.4pp | 67.6%+30.6pp |
| Annual return | 10.15% | 20.02%-9.9pp | 28.81%-18.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $3,630 | $4,850-25.2% | $6,427-43.5% | $2,755+31.8% |
| Participant deferral / active EE | $4,774 | $7,071-32.5% | $9,131-47.7% | $4,296+11.1% |
| Admin fee / account holder | $7,135 | $10,483-31.9% | $13,901-48.7% | $6,918+3.1% |