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 | $70,029 | $42,383+65.2% | $76,523-8.5% | $64,186+9.1% |
| Participation rate | 74.0% | 58.1%+15.9pp | 68.0%+6.0pp | 69.6%+4.5pp |
| Annual return | -27.91% | -16.54%-11.4pp | -0.27%-27.6pp | 7.63%-35.5pp |
| Employer contribution / active EE | $1,604 | $1,563+2.6% | $2,647-39.4% | $2,381-32.6% |
| Participant deferral / active EE | $7,170 | $2,566+179.4% | $3,835+86.9% | $3,470+106.7% |
| Admin fee / account holder | $4,912 | $3,198+53.6% | $4,848+1.3% | $4,888+0.5% |