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 | $70,014 | $137,414-49.0% | $189,513-63.1% | $85,850-18.4% |
| Participation rate | 85.2% | 84.6%+0.6pp | 87.8%-2.6pp | 69.3%+15.9pp |
| Annual return | 6.35% | 38.14%-31.8pp | 555.15%-548.8pp | 318.53%-312.2pp |
| Employer contribution / active EE | $3,732 | $4,344-14.1% | $6,162-39.4% | $2,565+45.5% |
| Participant deferral / active EE | $2,686 | $6,260-57.1% | $8,221-67.3% | $3,952-32.0% |
| Admin fee / account holder | $1,539 | $8,630-82.2% | $12,045-87.2% | $6,260-75.4% |