Filed December 15, 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 | $127,014 | $109,359+16.1% | $162,163-21.7% | $72,985+74.0% |
| Participation rate | 88.6% | 84.3%+4.3pp | 87.6%+1.0pp | 69.5%+19.1pp |
| Annual return | 7.51% | 25.46%-17.9pp | 115.59%-108.1pp | 81.00%-73.5pp |
| Employer contribution / active EE | $2,477 | $3,907-36.6% | $5,614-55.9% | $2,440+1.5% |
| Participant deferral / active EE | $4,524 | $5,481-17.5% | $7,298-38.0% | $3,607+25.4% |
| Admin fee / account holder | $349 | $7,972-95.6% | $10,843-96.8% | $5,124-93.2% |