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 | $48,277+157.8% | $67,511+84.3% | $80,874+53.9% |
| Participation rate | 93.8% | 66.4%+27.4pp | 72.9%+20.9pp | 67.6%+26.1pp |
| Annual return | 9.86% | 18.27%-8.4pp | 3517.41%-3507.5pp | 35.62%-25.8pp |
| Employer contribution / active EE | $4,856 | $2,021+140.2% | $2,733+77.7% | $2,756+76.2% |
| Participant deferral / active EE | $3,752 | $2,926+28.2% | $4,000-6.2% | $4,297-12.7% |
| Admin fee / account holder | $4,980 | $3,687+35.1% | $3,999+24.5% | $6,935-28.2% |