Filed April 26, 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 | $90,800 | $80,753+12.4% | $136,294-33.4% | $62,292+45.8% |
| Participation rate | 82.7% | 73.5%+9.2pp | 81.9%+0.8pp | 69.5%+13.2pp |
| Annual return | 15.45% | 35.83%-20.4pp | 5155.94%-5140.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,787 | $2,884-38.0% | $4,695-61.9% | $2,042-12.5% |
| Participant deferral / active EE | $5,700 | $5,164+10.4% | $6,247-8.8% | $3,169+79.9% |
| Admin fee / account holder | $4,701 | $525+794.7% | $9,243-49.1% | $479+880.7% |