Filed August 12, 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,029 | $172,478+25.3% | $145,661+48.3% | $142,382+51.7% |
| Participation rate | 90.5% | 80.1%+10.4pp | 77.2%+13.3pp | 80.1%+10.4pp |
| Annual return | 8.17% | 151.09%-142.9pp | 101.46%-93.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $6,897 | $4,899+40.8% | $4,238+62.8% | $4,299+60.4% |
| Participant deferral / active EE | $7,135 | $8,348-14.5% | $7,198-0.9% | $6,507+9.7% |
| Admin fee / account holder | $37,731 | $16,864+123.7% | $12,466+202.7% | $12,624+198.9% |