Filed November 17, 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 | $204,395 | $48,795+318.9% | $65,493+212.1% | $84,808+141.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.11% | 20.20%-9.1pp | 982.45%-971.3pp | 40.90%-29.8pp |
| Employer contribution / active EE | $5,372 | $1,930+178.4% | $2,574+108.7% | $2,631+104.2% |
| Participant deferral / active EE | $5,525 | $2,928+88.7% | $3,961+39.5% | $4,212+31.2% |
| Admin fee / account holder | $3,867 | $3,877-0.3% | $5,028-23.1% | $7,344-47.3% |