Filed January 30, 2008 (most recent of 3 filings on file)
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 | $87,179 | $109,359-20.3% | $162,163-46.2% | $72,985+19.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.40% | 25.46%-8.1pp | 115.59%-98.2pp | 81.00%-63.6pp |
| Employer contribution / active EE | $5,303 | $3,907+35.7% | $5,614-5.5% | $2,440+117.4% |
| Participant deferral / active EE | $3,010 | $5,481-45.1% | $7,298-58.8% | $3,607-16.6% |
| Admin fee / account holder | $311 | $7,972-96.1% | $10,843-97.1% | $5,124-93.9% |