Filed August 19, 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 | $117,059 | $77,523+51.0% | $100,383+16.6% | $80,874+44.7% |
| Participation rate | 70.9% | 77.0%-6.0pp | 81.5%-10.6pp | 67.6%+3.3pp |
| Annual return | 11.15% | 37.21%-26.1pp | 49.26%-38.1pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,449 | $2,801-48.3% | $3,944-63.3% | $2,756-47.4% |
| Participant deferral / active EE | $5,712 | $6,822-16.3% | $8,086-29.4% | $4,297+32.9% |
| Admin fee / account holder | $10,514 | $5,899+78.3% | $7,900+33.1% | $6,935+51.6% |