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 | $68,044 | $123,793-45.0% | $177,821-61.7% | $79,858-14.8% |
| Participation rate | 75.8% | 84.7%-8.9pp | 87.7%-12.0pp | 69.6%+6.1pp |
| Annual return | 6.74% | 22.82%-16.1pp | 48.32%-41.6pp | 31.71%-25.0pp |
| Employer contribution / active EE | $2,983 | $4,095-27.2% | $5,918-49.6% | $2,471+20.7% |
| Participant deferral / active EE | $1,897 | $5,956-68.1% | $7,714-75.4% | $3,740-49.3% |
| Admin fee / account holder | $898 | $7,243-87.6% | $12,427-92.8% | $5,306-83.1% |