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 | $50,663 | $137,414-63.1% | $189,513-73.3% | $85,850-41.0% |
| Participation rate | 73.8% | 84.6%-10.8pp | 87.8%-14.0pp | 69.3%+4.5pp |
| Annual return | 10.63% | 38.14%-27.5pp | 555.15%-544.5pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,547 | $4,344-64.4% | $6,162-74.9% | $2,565-39.7% |
| Participant deferral / active EE | $3,108 | $6,260-50.4% | $8,221-62.2% | $3,952-21.4% |
| Admin fee / account holder | $11,412 | $8,630+32.2% | $12,045-5.3% | $6,260+82.3% |