Filed May 31, 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 | $165,226 | $64,839+154.8% | $95,585+72.9% | $84,808+94.8% |
| Participation rate | 78.8% | 63.8%+15.0pp | 72.1%+6.8pp | 68.3%+10.5pp |
| Annual return | 10.65% | -670.96%+681.6pp | 38.56%-27.9pp | 40.90%-30.2pp |
| Employer contribution / active EE | $2,444 | $1,759+39.0% | $2,527-3.3% | $2,631-7.1% |
| Participant deferral / active EE | $4,463 | $2,965+50.5% | $4,023+10.9% | $4,212+6.0% |
| Admin fee / account holder | $11,829 | $5,964+98.3% | $6,127+93.1% | $7,344+61.1% |