Filed April 16, 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 | $212,074 | $106,749+98.7% | $145,433+45.8% | $82,448+157.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.17% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,151 | $3,444-8.5% | $4,554-30.8% | $2,551+23.5% |
| Participant deferral / active EE | $5,871 | $6,519-9.9% | $7,897-25.7% | $4,139+41.8% |
| Admin fee / account holder | $4,951 | $8,390-41.0% | $13,129-62.3% | $7,234-31.6% |