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 | $220,157 | $70,669+211.5% | $169,368+30.0% | $75,163+192.9% |
| Participation rate | 91.1% | 64.8%+26.3pp | 77.1%+14.0pp | 67.2%+23.9pp |
| Annual return | 8.87% | 36.36%-27.5pp | 405.60%-396.7pp | 160.62%-151.7pp |
| Employer contribution / active EE | $16,049 | $2,211+626.0% | $4,013+299.9% | $2,670+501.1% |
| Participant deferral / active EE | $4,633 | $4,311+7.5% | $6,221-25.5% | $4,125+12.3% |
| Admin fee / account holder | $27,625 | $5,402+411.3% | $9,003+206.8% | $5,651+388.9% |