Filed September 4, 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 | $235,040 | $72,012+226.4% | $185,823+26.5% | $79,858+194.3% |
| Participation rate | 92.1% | 65.8%+26.3pp | 78.0%+14.1pp | 69.6%+22.5pp |
| Annual return | 10.64% | 23.12%-12.5pp | 35.95%-25.3pp | 31.71%-21.1pp |
| Employer contribution / active EE | $16,785 | $1,965+754.4% | $4,087+310.6% | $2,471+579.3% |
| Participant deferral / active EE | $7,356 | $3,779+94.7% | $5,632+30.6% | $3,740+96.7% |
| Admin fee / account holder | $8,889 | $4,513+97.0% | $9,500-6.4% | $5,306+67.5% |