Filed June 12, 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 | $43,156 | $54,762-21.2% | $90,281-52.2% | $72,985-40.9% |
| Participation rate | 98.7% | 65.1%+33.5pp | 73.3%+25.4pp | 69.5%+29.2pp |
| Annual return | 15.97% | 30.63%-14.7pp | 78.10%-62.1pp | 81.00%-65.0pp |
| Employer contribution / active EE | $2,680 | $2,092+28.1% | $2,854-6.1% | $2,440+9.8% |
| Participant deferral / active EE | $3,004 | $2,887+4.0% | $3,885-22.7% | $3,607-16.7% |
| Admin fee / account holder | $20,718 | $3,972+421.6% | $5,351+287.2% | $5,124+304.3% |