Filed April 25, 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 | $124,456 | $48,230+158.0% | $67,502+84.4% | $80,856+53.9% |
| Participation rate | 93.8% | 66.4%+27.4pp | 72.9%+20.9pp | 67.6%+26.1pp |
| Annual return | 9.86% | 18.28%-8.4pp | 3512.12%-3502.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $4,856 | $2,020+140.4% | $2,731+77.8% | $2,755+76.3% |
| Participant deferral / active EE | $3,752 | $2,924+28.3% | $4,000-6.2% | $4,296-12.7% |
| Admin fee / account holder | $4,980 | $3,681+35.3% | $3,998+24.6% | $6,918-28.0% |