Filed April 15, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,257 | $73,933+20.7% | $96,683-7.7% | $75,163+18.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.86% | 26.70%-15.8pp | 35.69%-24.8pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,999 | $2,928-31.7% | $3,737-46.5% | $2,670-25.1% |
| Participant deferral / active EE | $871 | $3,659-76.2% | $4,878-82.1% | $4,125-78.9% |
| Admin fee / account holder | $572 | $5,216-89.0% | $6,730-91.5% | $5,651-89.9% |