Filed April 8, 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 | $129,899 | $102,966+26.2% | $90,281+43.9% | $152,861-15.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 8.96% | 95.16%-86.2pp | 78.10%-69.1pp | 345.32%-336.4pp |
| Employer contribution / active EE | $13,960 | $3,139+344.8% | $2,854+389.1% | $4,762+193.1% |
| Participant deferral / active EE | $8,862 | $4,281+107.0% | $3,885+128.1% | $5,850+51.5% |
| Admin fee / account holder | $164,165 | $6,171+2560.4% | $5,351+2967.8% | $11,596+1315.7% |