Filed January 29, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,916 | $109,359-47.0% | $162,163-64.3% | $72,985-20.6% |
| Participation rate | 82.4% | 84.3%-1.9pp | 87.6%-5.2pp | 69.5%+12.9pp |
| Annual return | 8.33% | 25.46%-17.1pp | 115.59%-107.3pp | 81.00%-72.7pp |
| Employer contribution / active EE | $3,104 | $3,907-20.6% | $5,614-44.7% | $2,440+27.2% |
| Participant deferral / active EE | $1,849 | $5,481-66.3% | $7,298-74.7% | $3,607-48.7% |
| Admin fee / account holder | $8,563 | $7,972+7.4% | $10,843-21.0% | $5,124+67.1% |