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 | $205,668 | $138,347+48.7% | $184,203+11.7% | $80,856+154.4% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.6%+18.1pp |
| Annual return | 10.45% | 20.02%-9.6pp | 28.81%-18.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $4,090 | $4,850-15.7% | $6,427-36.4% | $2,755+48.5% |
| Participant deferral / active EE | $5,877 | $7,071-16.9% | $9,131-35.6% | $4,296+36.8% |
| Admin fee / account holder | $7,409 | $10,483-29.3% | $13,901-46.7% | $6,918+7.1% |