Filed May 3, 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 8-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,341 | $65,365-87.2% | $92,893-91.0% | $72,985-88.6% |
| Participation rate | 90.3% | 68.3%+22.0pp | 76.0%+14.3pp | 69.5%+20.8pp |
| Annual return | 29.85% | 42.10%-12.3pp | 109.41%-79.6pp | 81.00%-51.2pp |
| Employer contribution / active EE | $1,986 | $2,594-23.4% | $3,653-45.6% | $2,440-18.6% |
| Participant deferral / active EE | $3,066 | $3,128-2.0% | $4,236-27.6% | $3,607-15.0% |
| Admin fee / account holder | $1,547 | $4,251-63.6% | $5,794-73.3% | $5,124-69.8% |