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 | $49,711 | $125,758-60.5% | $169,993-70.8% | $75,163-33.9% |
| Participation rate | 80.3% | 83.6%-3.3pp | 87.0%-6.7pp | 67.2%+13.1pp |
| Annual return | 11.39% | 27.20%-15.8pp | 53.37%-42.0pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,970 | $4,615-57.3% | $6,785-71.0% | $2,670-26.2% |
| Participant deferral / active EE | $3,714 | $6,837-45.7% | $10,408-64.3% | $4,125-10.0% |
| Admin fee / account holder | $870 | $8,173-89.4% | $12,815-93.2% | $5,651-84.6% |