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 | $51,736+96.4% | $120,225-15.5% | $67,986+49.4% |
| Participation rate | 77.0% | 46.1%+30.9pp | 69.6%+7.4pp | 57.2%+19.8pp |
| Annual return | 12.88% | 31.98%-19.1pp | 439.23%-426.3pp | 31.67%-18.8pp |
| Employer contribution / active EE | $1,323 | $1,071+23.5% | $3,475-61.9% | $2,019-34.5% |
| Participant deferral / active EE | $4,730 | $2,206+114.5% | $3,999+18.3% | $3,358+40.9% |
| Admin fee / account holder | $3,566 | $4,159-14.3% | $5,696-37.4% | $3,203+11.3% |