Filed November 22, 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 | $82,826 | $157,256-47.3% | $141,162-41.3% | $152,861-45.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.14% | 64.32%-52.2pp | 71.39%-59.2pp | 345.32%-333.2pp |
| Employer contribution / active EE | $6,072 | $5,261+15.4% | $4,735+28.2% | $4,762+27.5% |
| Participant deferral / active EE | $10,280 | $7,109+44.6% | $6,709+53.2% | $5,850+75.7% |
| Admin fee / account holder | $286,052 | $12,120+2260.1% | $10,261+2687.7% | $11,596+2366.7% |