Filed March 17, 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 | $100,363 | $123,793-18.9% | $177,821-43.6% | $79,858+25.7% |
| Participation rate | 92.6% | 84.7%+7.9pp | 87.7%+4.9pp | 69.6%+23.0pp |
| Annual return | 9.93% | 22.82%-12.9pp | 48.32%-38.4pp | 31.71%-21.8pp |
| Employer contribution / active EE | $3,117 | $4,095-23.9% | $5,918-47.3% | $2,471+26.2% |
| Participant deferral / active EE | $3,191 | $5,956-46.4% | $7,714-58.6% | $3,740-14.7% |
| Admin fee / account holder | $27,047 | $7,243+273.4% | $12,427+117.6% | $5,306+409.7% |