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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,349 | $85,202-84.3% | $172,739-92.3% | $72,985-81.7% |
| Participation rate | 86.2% | 70.1%+16.1pp | 82.6%+3.6pp | 69.5%+16.7pp |
| Annual return | 1.06% | 27.32%-26.3pp | 802.84%-801.8pp | 81.00%-79.9pp |
| Employer contribution / active EE | $551 | $3,324-83.4% | $5,143-89.3% | $2,440-77.4% |
| Participant deferral / active EE | $1,402 | $3,260-57.0% | $5,198-73.0% | $3,607-61.1% |
| Admin fee / account holder | $2,095 | $5,884-64.4% | $13,954-85.0% | $5,124-59.1% |