Filed January 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 | $146,635 | $80,968+81.1% | $96,544+51.9% | $75,163+95.1% |
| Participation rate | 93.0% | 71.8%+21.3pp | 76.0%+17.1pp | 67.2%+25.8pp |
| Annual return | 11.70% | 27.06%-15.4pp | 25.84%-14.1pp | 160.62%-148.9pp |
| Employer contribution / active EE | $3,196 | $2,282+40.1% | $2,965+7.8% | $2,670+19.7% |
| Participant deferral / active EE | $6,730 | $3,928+71.3% | $4,851+38.7% | $4,125+63.2% |
| Admin fee / account holder | $60,226 | $6,724+795.7% | $8,252+629.8% | $5,651+965.8% |