Filed May 23, 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 | $162,514 | $58,828+176.3% | $77,999+108.4% | $62,891+158.4% |
| Participation rate | 89.2% | 71.1%+18.1pp | 75.5%+13.7pp | 69.3%+19.9pp |
| Annual return | 0.91% | 17.16%-16.2pp | 425.96%-425.1pp | 20.14%-19.2pp |
| Employer contribution / active EE | $2,389 | $1,672+42.9% | $2,470-3.3% | $2,281+4.7% |
| Participant deferral / active EE | $6,618 | $2,686+146.4% | $3,497+89.3% | $3,203+106.6% |
| Admin fee / account holder | $12,534 | $4,393+185.3% | $5,480+128.7% | $4,296+191.8% |