Filed April 30, 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 | $92,186 | $168,632-45.3% | $147,614-37.5% | $125,391-26.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.64% | 77.65%-82.3pp | 61.98%-66.6pp | 282.22%-286.9pp |
| Employer contribution / active EE | $11,664 | $6,252+86.6% | $5,564+109.6% | $4,866+139.7% |
| Participant deferral / active EE | $5,941 | $5,507+7.9% | $4,895+21.4% | $5,352+11.0% |
| Admin fee / account holder | $502 | $13,580-96.3% | $11,611-95.7% | $9,540-94.7% |