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 | $176,009 | $125,758+40.0% | $169,993+3.5% | $75,163+134.2% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.0%+6.3pp | 67.2%+26.1pp |
| Annual return | 11.74% | 27.20%-15.5pp | 53.37%-41.6pp | 160.62%-148.9pp |
| Employer contribution / active EE | $3,885 | $4,615-15.8% | $6,785-42.7% | $2,670+45.5% |
| Participant deferral / active EE | $6,087 | $6,837-11.0% | $10,408-41.5% | $4,125+47.6% |
| Admin fee / account holder | $26,176 | $8,173+220.3% | $12,815+104.3% | $5,651+363.2% |