Filed May 9, 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 | $27,307 | $48,076-43.2% | $78,689-65.3% | $62,891-56.6% |
| Participation rate | 79.8% | 65.2%+14.6pp | 73.6%+6.2pp | 69.3%+10.5pp |
| Annual return | 2.06% | 31.35%-29.3pp | 62.18%-60.1pp | 20.14%-18.1pp |
| Employer contribution / active EE | $2,512 | $2,015+24.7% | $2,851-11.9% | $2,281+10.1% |
| Participant deferral / active EE | $2,026 | $2,588-21.7% | $3,517-42.4% | $3,203-36.7% |
| Admin fee / account holder | $5,383 | $3,207+67.8% | $4,510+19.3% | $4,296+25.3% |