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 | $218,017 | $69,010+215.9% | $159,960+36.3% | $68,494+218.3% |
| Participation rate | 72.1% | 65.4%+6.7pp | 78.0%-5.9pp | 67.9%+4.2pp |
| Annual return | -22.68% | -9.65%-13.0pp | 408.60%-431.3pp | -7.84%-14.8pp |
| Employer contribution / active EE | $14,033 | $2,213+534.0% | $4,226+232.1% | $2,596+440.5% |
| Participant deferral / active EE | $6,045 | $4,212+43.5% | $6,182-2.2% | $4,027+50.1% |
| Admin fee / account holder | $24,624 | $4,798+413.2% | $8,698+183.1% | $5,403+355.8% |