Filed July 2, 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 | $55,201 | $109,359-49.5% | $162,163-66.0% | $72,985-24.4% |
| Participation rate | 76.8% | 84.3%-7.5pp | 87.6%-10.8pp | 69.5%+7.3pp |
| Annual return | 16.57% | 25.46%-8.9pp | 115.59%-99.0pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,581 | $3,907-59.5% | $5,614-71.8% | $2,440-35.2% |
| Participant deferral / active EE | $2,672 | $5,481-51.3% | $7,298-63.4% | $3,607-25.9% |
| Admin fee / account holder | $4,148 | $7,972-48.0% | $10,843-61.7% | $5,124-19.0% |