Filed February 8, 2008 (most recent of 2 filings on file)
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 | $187,723 | $53,516+250.8% | $126,539+48.4% | $84,808+121.4% |
| Participation rate | 76.1% | 58.2%+17.9pp | 69.8%+6.3pp | 68.3%+7.8pp |
| Annual return | 12.85% | 58.34%-45.5pp | 425.95%-413.1pp | 40.90%-28.0pp |
| Employer contribution / active EE | $4,954 | $1,535+222.8% | $3,674+34.8% | $2,631+88.3% |
| Participant deferral / active EE | $6,703 | $2,671+151.0% | $4,083+64.2% | $4,212+59.2% |
| Admin fee / account holder | $7,549 | $4,497+67.9% | $6,065+24.5% | $7,344+2.8% |