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 | $249,085 | $80,673+208.8% | $101,326+145.8% | $84,808+193.7% |
| Participation rate | 95.1% | 77.8%+17.3pp | 81.5%+13.6pp | 68.3%+26.8pp |
| Annual return | 13.59% | 38.95%-25.4pp | 36.82%-23.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $4,730 | $2,698+75.3% | $3,665+29.0% | $2,631+79.8% |
| Participant deferral / active EE | $9,714 | $6,840+42.0% | $7,994+21.5% | $4,212+130.6% |
| Admin fee / account holder | $2,005 | $12,784-84.3% | $11,185-82.1% | $7,344-72.7% |