Filed November 17, 2008 (most recent of 3 filings on file)
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 | $119,797 | $48,076+149.2% | $78,689+52.2% | $62,891+90.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.01% | 31.35%-31.4pp | 62.18%-62.2pp | 20.14%-20.2pp |
| Employer contribution / active EE | $7,883 | $2,015+291.3% | $2,851+176.5% | $2,281+245.6% |
| Participant deferral / active EE | $7,051 | $2,588+172.5% | $3,517+100.5% | $3,203+120.1% |
| Admin fee / account holder | $10,793 | $3,207+236.5% | $4,510+139.3% | $4,296+151.3% |