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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,859 | $72,114+150.8% | $108,745+66.3% | $62,891+187.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 4.41% | 13.41%-9.0pp | 46.22%-41.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,838 | $2,694+5.4% | $3,323-14.6% | $2,281+24.4% |
| Participant deferral / active EE | $3,315 | $4,044-18.0% | $5,121-35.3% | $3,203+3.5% |
| Admin fee / account holder | $1,165 | $4,608-74.7% | $6,144-81.0% | $4,296-72.9% |