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 | $108,708 | $138,347-21.4% | $184,203-41.0% | $80,856+34.4% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.6%+28.7pp |
| Annual return | 8.78% | 20.02%-11.2pp | 28.81%-20.0pp | 35.59%-26.8pp |
| Employer contribution / active EE | $3,847 | $4,850-20.7% | $6,427-40.1% | $2,755+39.6% |
| Participant deferral / active EE | $3,345 | $7,071-52.7% | $9,131-63.4% | $4,296-22.1% |
| Admin fee / account holder | $9,977 | $10,483-4.8% | $13,901-28.2% | $6,918+44.2% |