Filed April 19, 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 | $165,059 | $109,359+50.9% | $162,163+1.8% | $72,985+126.2% |
| Participation rate | 95.7% | 84.3%+11.4pp | 87.6%+8.1pp | 69.5%+26.2pp |
| Annual return | 16.48% | 25.46%-9.0pp | 115.59%-99.1pp | 81.00%-64.5pp |
| Employer contribution / active EE | $4,024 | $3,907+3.0% | $5,614-28.3% | $2,440+64.9% |
| Participant deferral / active EE | $5,564 | $5,481+1.5% | $7,298-23.8% | $3,607+54.2% |
| Admin fee / account holder | $8,181 | $7,972+2.6% | $10,843-24.6% | $5,124+59.6% |