Filed January 16, 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 | $154,840 | $100,041+54.8% | $149,718+3.4% | $70,131+120.8% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 10.06% | 27.43%-17.4pp | 1501.63%-1491.6pp | 73.14%-63.1pp |
| Employer contribution / active EE | $6,187 | $3,662+69.0% | $5,445+13.6% | $2,342+164.1% |
| Participant deferral / active EE | $4,234 | $4,983-15.0% | $6,569-35.5% | $3,332+27.1% |
| Admin fee / account holder | $10,684 | $8,286+28.9% | $11,283-5.3% | $4,645+130.0% |