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.
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 | $58,137 | $138,347-58.0% | $184,203-68.4% | $80,856-28.1% |
| Participation rate | 78.8% | 83.9%-5.1pp | 86.8%-8.0pp | 67.6%+11.1pp |
| Annual return | 6.25% | 20.02%-13.8pp | 28.81%-22.6pp | 35.59%-29.3pp |
| Employer contribution / active EE | $3,300 | $4,850-32.0% | $6,427-48.6% | $2,755+19.8% |
| Participant deferral / active EE | $3,257 | $7,071-53.9% | $9,131-64.3% | $4,296-24.2% |
| Admin fee / account holder | $1,221 | $10,483-88.3% | $13,901-91.2% | $6,918-82.3% |