Filed October 29, 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 | $143,893 | $131,829+9.2% | $108,579+32.5% | $273,961-47.5% |
| Participation rate | 82.6% | 83.5%-0.8pp | 79.6%+3.0pp | 83.0%-0.4pp |
| Annual return | -1.76% | -91.57%+89.8pp | -51.70%+49.9pp | 41.45%-43.2pp |
| Employer contribution / active EE | $1,517 | $4,912-69.1% | $3,758-59.6% | $4,869-68.8% |
| Participant deferral / active EE | $4,850 | $5,127-5.4% | $4,311+12.5% | $5,287-8.3% |
| Admin fee / account holder | $5,480 | $10,252-46.6% | $7,645-28.3% | $10,132-45.9% |