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 | $202,842 | $137,414+47.6% | $189,513+7.0% | $85,850+136.3% |
| Participation rate | 97.7% | 84.6%+13.1pp | 87.8%+9.9pp | 69.3%+28.4pp |
| Annual return | 11.02% | 38.14%-27.1pp | 555.15%-544.1pp | 318.53%-307.5pp |
| Employer contribution / active EE | $4,604 | $4,344+6.0% | $6,162-25.3% | $2,565+79.5% |
| Participant deferral / active EE | $6,478 | $6,260+3.5% | $8,221-21.2% | $3,952+63.9% |
| Admin fee / account holder | $5,359 | $8,630-37.9% | $12,045-55.5% | $6,260-14.4% |