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 | $166,852 | $72,277+130.9% | $101,248+64.8% | $79,858+108.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.04% | 22.30%-25.3pp | 46.47%-49.5pp | 31.71%-34.8pp |
| Employer contribution / active EE | $7,437 | $2,692+176.3% | $3,660+103.2% | $2,471+201.0% |
| Participant deferral / active EE | $6,245 | $3,282+90.3% | $4,370+42.9% | $3,740+67.0% |
| Admin fee / account holder | $7,164 | $4,400+62.8% | $5,945+20.5% | $5,306+35.0% |