Filed December 17, 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 | $39,620 | $42,383-6.5% | $76,523-48.2% | $64,186-38.3% |
| Participation rate | 71.8% | 58.1%+13.7pp | 68.0%+3.8pp | 69.6%+2.2pp |
| Annual return | -45.20% | -16.54%-28.7pp | -0.27%-44.9pp | 7.63%-52.8pp |
| Employer contribution / active EE | $1,442 | $1,563-7.8% | $2,647-45.5% | $2,381-39.4% |
| Participant deferral / active EE | $4,317 | $2,566+68.2% | $3,835+12.6% | $3,470+24.4% |
| Admin fee / account holder | $3,540 | $3,198+10.7% | $4,848-27.0% | $4,888-27.6% |