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 | $144,099 | $53,127+171.2% | $86,590+66.4% | $70,131+105.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 8.01% | 27.66%-19.6pp | 964.84%-956.8pp | 73.14%-65.1pp |
| Employer contribution / active EE | $12,875 | $2,068+522.5% | $2,839+353.4% | $2,342+449.6% |
| Participant deferral / active EE | $7,522 | $2,696+179.0% | $3,609+108.4% | $3,332+125.8% |
| Admin fee / account holder | $5,592 | $3,585+55.9% | $4,906+14.0% | $4,645+20.4% |