Filed April 30, 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 | $89,406 | $94,529-5.4% | $140,016-36.1% | $64,186+39.3% |
| Participation rate | 95.8% | 84.1%+11.7pp | 87.5%+8.3pp | 69.6%+26.3pp |
| Annual return | -8.53% | 7.77%-16.3pp | 651.12%-659.6pp | 7.63%-16.2pp |
| Employer contribution / active EE | $4,248 | $3,812+11.4% | $5,606-24.2% | $2,381+78.4% |
| Participant deferral / active EE | $1,520 | $5,250-71.1% | $6,927-78.1% | $3,470-56.2% |
| Admin fee / account holder | $1,550 | $6,741-77.0% | $10,705-85.5% | $4,888-68.3% |