Filed February 5, 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 | $141,752 | $63,346+123.8% | $92,233+53.7% | $70,131+102.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.03% | 530.12%-521.1pp | 176.28%-167.2pp | 73.14%-64.1pp |
| Employer contribution / active EE | $11,678 | $2,471+372.6% | $3,679+217.4% | $2,342+398.5% |
| Participant deferral / active EE | $4,471 | $2,854+56.7% | $3,897+14.7% | $3,332+34.2% |
| Admin fee / account holder | $9,288 | $3,840+141.9% | $5,194+78.8% | $4,645+99.9% |