Filed April 10, 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.
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 | $30,646 | $65,409-53.1% | $98,442-68.9% | $85,850-64.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 8.77% | 21.76%-13.0pp | 1492.73%-1484.0pp | 318.53%-309.8pp |
| Employer contribution / active EE | $925 | $2,168-57.3% | $2,960-68.8% | $2,565-63.9% |
| Participant deferral / active EE | $3,388 | $3,166+7.0% | $4,276-20.8% | $3,952-14.3% |
| Admin fee / account holder | $1,378 | $4,593-70.0% | $5,949-76.8% | $6,260-78.0% |