Filed April 15, 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 | $39,228 | $115,770-66.1% | $101,248-61.3% | $158,922-75.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | -1.57% | 56.14%-57.7pp | 46.47%-48.0pp | 302.83%-304.4pp |
| Employer contribution / active EE | $818 | $4,175-80.4% | $3,660-77.6% | $4,761-82.8% |
| Participant deferral / active EE | $4,365 | $4,957-11.9% | $4,370-0.1% | $5,982-27.0% |
| Admin fee / account holder | $26,291 | $7,245+262.9% | $5,945+342.2% | $11,246+133.8% |