Filed November 27, 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 | $80,166 | $91,552-12.4% | $133,956-40.2% | $79,858+0.4% |
| Participation rate | 93.0% | 73.3%+19.6pp | 79.8%+13.1pp | 69.6%+23.3pp |
| Annual return | 5.12% | 61.85%-56.7pp | 45.09%-40.0pp | 31.71%-26.6pp |
| Employer contribution / active EE | $5,100 | $2,384+114.0% | $3,919+30.1% | $2,471+106.4% |
| Participant deferral / active EE | $5,880 | $3,733+57.5% | $5,048+16.5% | $3,740+57.2% |
| Admin fee / account holder | $7,373 | $6,321+16.6% | $8,927-17.4% | $5,306+39.0% |