Filed April 22, 2008 (most recent of 2 filings on file)
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 | $179,402 | $98,750+81.7% | $149,696+19.8% | $79,858+124.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.27% | 27.43%-16.2pp | 276.60%-265.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $3,185 | $3,216-1.0% | $4,644-31.4% | $2,471+28.9% |
| Participant deferral / active EE | $6,391 | $5,680+12.5% | $6,842-6.6% | $3,740+70.9% |
| Admin fee / account holder | $40,276 | $6,053+565.4% | $9,309+332.7% | $5,306+659.0% |