Filed March 21, 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 | $95,559 | $95,803-0.3% | $113,168-15.6% | $84,808+12.7% |
| Participation rate | 79.1% | 72.9%+6.2pp | 76.6%+2.5pp | 68.3%+10.8pp |
| Annual return | 11.32% | 25.00%-13.7pp | 24.27%-13.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,943 | $2,360-17.6% | $2,975-34.7% | $2,631-26.1% |
| Participant deferral / active EE | $4,998 | $4,242+17.8% | $5,107-2.1% | $4,212+18.7% |
| Admin fee / account holder | $13,494 | $8,989+50.1% | $12,068+11.8% | $7,344+83.7% |