Filed July 7, 2008 (most recent of 2 filings on file)
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 | $71,140 | $48,364+47.1% | $71,796-0.9% | $62,891+13.1% |
| Participation rate | 88.2% | 60.6%+27.6pp | 69.1%+19.1pp | 69.3%+18.9pp |
| Annual return | 3.47% | 13.16%-9.7pp | 78.04%-74.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,093 | $1,042+4.9% | $1,924-43.2% | $2,281-52.1% |
| Participant deferral / active EE | $4,939 | $2,091+136.2% | $2,794+76.7% | $3,203+54.2% |
| Admin fee / account holder | $4,490 | $3,771+19.1% | $4,815-6.7% | $4,296+4.5% |