Filed April 2, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,393 | $76,000-83.7% | $154,107-92.0% | $64,186-80.7% |
| Participation rate | 90.3% | 70.4%+19.9pp | 83.0%+7.3pp | 69.6%+20.8pp |
| Annual return | 6.97% | 30.32%-23.3pp | 735.12%-728.1pp | 7.63%-0.7pp |
| Employer contribution / active EE | $471 | $3,351-86.0% | $5,298-91.1% | $2,381-80.2% |
| Participant deferral / active EE | $1,470 | $3,175-53.7% | $5,081-71.1% | $3,470-57.6% |
| Admin fee / account holder | $721 | $5,596-87.1% | $13,411-94.6% | $4,888-85.2% |