Filed November 9, 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 | $38,347 | $60,349-36.5% | $74,183-48.3% | $62,891-39.0% |
| Participation rate | 97.7% | 72.7%+25.0pp | 76.6%+21.1pp | 69.3%+28.4pp |
| Annual return | 1.47% | 21.37%-19.9pp | 17.74%-16.3pp | 20.14%-18.7pp |
| Employer contribution / active EE | $1,165 | $1,680-30.6% | $2,370-50.8% | $2,281-48.9% |
| Participant deferral / active EE | $2,212 | $2,856-22.6% | $3,550-37.7% | $3,203-30.9% |
| Admin fee / account holder | $1,113 | $4,261-73.9% | $5,586-80.1% | $4,296-74.1% |