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 | $171,621 | $102,317+67.7% | $146,958+16.8% | $80,856+112.3% |
| Participation rate | 87.9% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 8.31% | 134.76%-126.5pp | 418.34%-410.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,930 | $3,713-48.0% | $4,933-60.9% | $2,755-29.9% |
| Participant deferral / active EE | $13,073 | $6,644+96.8% | $8,070+62.0% | $4,296+204.3% |
| Admin fee / account holder | $62,078 | $7,941+681.7% | $12,998+377.6% | $6,918+797.3% |