Filed August 15, 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 | $219,523 | $93,571+134.6% | $135,903+61.5% | $75,163+192.1% |
| Participation rate | 83.9% | 75.2%+8.7pp | 81.9%+2.0pp | 67.2%+16.7pp |
| Annual return | 13.33% | 30.90%-17.6pp | 68.23%-54.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $3,226 | $3,537-8.8% | $4,856-33.6% | $2,670+20.8% |
| Participant deferral / active EE | $9,005 | $6,404+40.6% | $7,758+16.1% | $4,125+118.3% |
| Admin fee / account holder | $6,281 | $6,975-9.9% | $10,762-41.6% | $5,651+11.2% |