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 | $153,139 | $60,124+154.7% | $90,404+69.4% | $79,858+91.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.28% | 71.94%-65.7pp | 1293.02%-1286.7pp | 31.71%-25.4pp |
| Employer contribution / active EE | $8,239 | $2,068+298.4% | $3,262+152.6% | $2,471+233.4% |
| Participant deferral / active EE | $10,065 | $2,938+242.6% | $3,963+154.0% | $3,740+169.1% |
| Admin fee / account holder | $31,749 | $3,976+698.4% | $5,611+465.9% | $5,306+498.3% |