Filed April 25, 2008 (most recent of 2 filings on file)
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 | $62,205 | $100,041-37.8% | $149,718-58.5% | $70,131-11.3% |
| Participation rate | 80.6% | 83.6%-2.9pp | 87.1%-6.4pp | 69.5%+11.1pp |
| Annual return | 12.94% | 27.43%-14.5pp | 1501.63%-1488.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,864 | $3,662-49.1% | $5,445-65.8% | $2,342-20.4% |
| Participant deferral / active EE | $4,507 | $4,983-9.5% | $6,569-31.4% | $3,332+35.3% |
| Admin fee / account holder | $17,047 | $8,286+105.7% | $11,283+51.1% | $4,645+267.0% |