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 | $31,187 | $54,705-43.0% | $71,209-56.2% | $84,808-63.2% |
| Participation rate | 92.7% | 64.1%+28.6pp | 73.8%+18.9pp | 68.3%+24.4pp |
| Annual return | -13.58% | 35.90%-49.5pp | 282.51%-296.1pp | 40.90%-54.5pp |
| Employer contribution / active EE | $950 | $2,158-56.0% | $2,721-65.1% | $2,631-63.9% |
| Participant deferral / active EE | $4,191 | $3,030+38.3% | $4,175+0.4% | $4,212-0.5% |
| Admin fee / account holder | $5,719 | $4,863+17.6% | $5,349+6.9% | $7,344-22.1% |