Filed January 7, 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 | $79,274 | $54,380+45.8% | $68,509+15.7% | $59,632+32.9% |
| Participation rate | 82.5% | 70.2%+12.3pp | 74.7%+7.8pp | 68.7%+13.8pp |
| Annual return | -5.77% | 2.83%-8.6pp | 8.27%-14.0pp | 2041.28%-2047.1pp |
| Employer contribution / active EE | $732 | $1,539-52.5% | $2,278-67.9% | $2,203-66.8% |
| Participant deferral / active EE | $3,414 | $2,643+29.2% | $3,382+0.9% | $3,192+7.0% |
| Admin fee / account holder | $8,700 | $3,885+123.9% | $5,275+64.9% | $4,297+102.5% |