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 | $178,554 | $123,793+44.2% | $177,821+0.4% | $79,858+123.6% |
| Participation rate | 97.8% | 84.7%+13.2pp | 87.7%+10.1pp | 69.6%+28.2pp |
| Annual return | 9.99% | 22.82%-12.8pp | 48.32%-38.3pp | 31.71%-21.7pp |
| Employer contribution / active EE | $4,284 | $4,095+4.6% | $5,918-27.6% | $2,471+73.4% |
| Participant deferral / active EE | $5,942 | $5,956-0.2% | $7,714-23.0% | $3,740+58.9% |
| Admin fee / account holder | $8,905 | $7,243+23.0% | $12,427-28.3% | $5,306+67.8% |