Filed November 26, 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 | $52,867 | $77,419-31.7% | $69,455-23.9% | $152,861-65.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 1.71% | 39.06%-37.4pp | 28.97%-27.3pp | 345.32%-343.6pp |
| Employer contribution / active EE | $3,372 | $3,315+1.7% | $2,779+21.3% | $4,762-29.2% |
| Participant deferral / active EE | $5,000 | $4,414+13.3% | $3,535+41.4% | $5,850-14.5% |
| Admin fee / account holder | $490 | $6,207-92.1% | $3,839-87.3% | $11,596-95.8% |