Filed February 22, 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 | $73,693 | $77,813-5.3% | $123,544-40.4% | $64,186+14.8% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -9.07% | 12.48%-21.6pp | 119.20%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,440 | $3,014-19.0% | $4,628-47.3% | $2,381+2.5% |
| Participant deferral / active EE | $7,315 | $5,240+39.6% | $6,426+13.8% | $3,470+110.8% |
| Admin fee / account holder | $2,412 | $5,519-56.3% | $9,284-74.0% | $4,888-50.7% |