Filed April 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,680 | $180,749-94.6% | $160,784-94.0% | $137,256-92.9% |
| Participation rate | 94.4% | 80.0%+14.5pp | 77.0%+17.5pp | 80.0%+14.5pp |
| Annual return | 17.27% | 2234.46%-2217.2pp | 1803.92%-1786.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,562 | $4,155-62.4% | $3,733-58.2% | $4,156-62.4% |
| Participant deferral / active EE | $1,567 | $6,844-77.1% | $6,293-75.1% | $6,407-75.5% |
| Admin fee / account holder | $2,897 | $10,397-72.1% | $9,717-70.2% | $12,270-76.4% |