Filed March 17, 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 | $237,463 | $159,602+48.8% | $150,045+58.3% | $142,382+66.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.21% | 70.24%-59.0pp | 62.55%-51.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $6,914 | $4,961+39.4% | $4,693+47.3% | $4,299+60.8% |
| Participant deferral / active EE | $8,823 | $8,310+6.2% | $7,997+10.3% | $6,507+35.6% |
| Admin fee / account holder | $39,510 | $14,846+166.1% | $13,435+194.1% | $12,624+213.0% |