Filed July 14, 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 | $204,344 | $58,208+251.1% | $81,812+149.8% | $80,856+152.7% |
| Participation rate | 95.7% | 63.4%+32.2pp | 72.3%+23.3pp | 67.6%+28.0pp |
| Annual return | 8.92% | 41.66%-32.7pp | 773.79%-764.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $14,064 | $2,340+501.0% | $2,912+382.9% | $2,755+410.5% |
| Participant deferral / active EE | $12,283 | $3,281+274.4% | $4,319+184.4% | $4,296+185.9% |
| Admin fee / account holder | $40,775 | $4,981+718.6% | $7,386+452.1% | $6,918+489.4% |