Filed September 23, 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 | $72,430 | $109,359-33.8% | $162,163-55.3% | $72,985-0.8% |
| Participation rate | 84.9% | 84.3%+0.7pp | 87.6%-2.6pp | 69.5%+15.4pp |
| Annual return | 15.76% | 25.46%-9.7pp | 115.59%-99.8pp | 81.00%-65.2pp |
| Employer contribution / active EE | $2,150 | $3,907-45.0% | $5,614-61.7% | $2,440-11.9% |
| Participant deferral / active EE | $3,973 | $5,481-27.5% | $7,298-45.6% | $3,607+10.1% |
| Admin fee / account holder | $5,145 | $7,972-35.5% | $10,843-52.5% | $5,124+0.4% |