Filed August 8, 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 | $101,596 | $53,053+91.5% | $126,539-19.7% | $74,304+36.7% |
| Participation rate | 77.0% | 48.0%+29.0pp | 69.8%+7.2pp | 60.3%+16.7pp |
| Annual return | 12.88% | 29.46%-16.6pp | 425.95%-413.1pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,323 | $1,168+13.3% | $3,674-64.0% | $2,241-41.0% |
| Participant deferral / active EE | $4,730 | $2,303+105.4% | $4,083+15.9% | $3,767+25.6% |
| Admin fee / account holder | $3,566 | $3,698-3.6% | $6,065-41.2% | $2,969+20.1% |