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 | $56,843 | $148,978-61.8% | $200,582-71.7% | $84,808-33.0% |
| Participation rate | 76.6% | 84.2%-7.6pp | 86.9%-10.3pp | 68.3%+8.3pp |
| Annual return | 8.55% | 28.16%-19.6pp | 42.33%-33.8pp | 40.90%-32.3pp |
| Employer contribution / active EE | $1,826 | $4,815-62.1% | $6,419-71.6% | $2,631-30.6% |
| Participant deferral / active EE | $3,506 | $7,142-50.9% | $9,331-62.4% | $4,212-16.7% |
| Admin fee / account holder | $7,718 | $13,977-44.8% | $16,305-52.7% | $7,344+5.1% |