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 | $58,925 | $125,758-53.1% | $169,993-65.3% | $75,163-21.6% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.0%-12.0pp | 67.2%+7.8pp |
| Annual return | 6.35% | 27.20%-20.8pp | 53.37%-47.0pp | 160.62%-154.3pp |
| Employer contribution / active EE | $2,959 | $4,615-35.9% | $6,785-56.4% | $2,670+10.8% |
| Participant deferral / active EE | $2,985 | $6,837-56.3% | $10,408-71.3% | $4,125-27.6% |
| Admin fee / account holder | $2,829 | $8,173-65.4% | $12,815-77.9% | $5,651-49.9% |