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 | $213,834 | $77,503+175.9% | $100,391+113.0% | $80,856+164.5% |
| Participation rate | 97.4% | 76.9%+20.4pp | 81.5%+15.9pp | 67.6%+29.7pp |
| Annual return | 10.98% | 37.20%-26.2pp | 49.20%-38.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,805 | $2,801+71.6% | $3,942+21.9% | $2,755+74.4% |
| Participant deferral / active EE | $9,394 | $6,820+37.7% | $8,082+16.2% | $4,296+118.7% |
| Admin fee / account holder | $4,002 | $5,897-32.1% | $7,899-49.3% | $6,918-42.1% |