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 | $121,181 | $123,793-2.1% | $177,821-31.9% | $79,858+51.7% |
| Participation rate | 93.9% | 84.7%+9.3pp | 87.7%+6.2pp | 69.6%+24.3pp |
| Annual return | 1.35% | 22.82%-21.5pp | 48.32%-47.0pp | 31.71%-30.4pp |
| Employer contribution / active EE | $2,711 | $4,095-33.8% | $5,918-54.2% | $2,471+9.7% |
| Participant deferral / active EE | $5,041 | $5,956-15.4% | $7,714-34.6% | $3,740+34.8% |
| Admin fee / account holder | $15,566 | $7,243+114.9% | $12,427+25.3% | $5,306+193.4% |