Filed May 12, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,100 | $121,341-47.2% | $189,513-66.2% | $79,386-19.3% |
| Participation rate | 75.9% | 86.1%-10.2pp | 87.8%-11.9pp | 70.7%+5.2pp |
| Annual return | 10.29% | 21.08%-10.8pp | 555.15%-544.9pp | 116.85%-106.6pp |
| Employer contribution / active EE | $1,789 | $3,915-54.3% | $6,162-71.0% | $2,427-26.3% |
| Participant deferral / active EE | $2,156 | $6,395-66.3% | $8,221-73.8% | $4,046-46.7% |
| Admin fee / account holder | $2,165 | $651+232.4% | $12,045-82.0% | $626+245.6% |