Filed May 10, 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 | $179,064 | $63,355+182.6% | $91,989+94.7% | $72,985+145.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 17.95% | 35.35%-17.4pp | 69.02%-51.1pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,014 | $2,116-4.8% | $3,452-41.6% | $2,440-17.4% |
| Participant deferral / active EE | $6,427 | $4,883+31.6% | $5,923+8.5% | $3,607+78.2% |
| Admin fee / account holder | $26,299 | $4,668+463.4% | $7,743+239.7% | $5,124+413.2% |