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 | $72,413 | $125,758-42.4% | $169,993-57.4% | $75,163-3.7% |
| Participation rate | 90.4% | 83.6%+6.8pp | 87.0%+3.4pp | 67.2%+23.2pp |
| Annual return | 11.39% | 27.20%-15.8pp | 53.37%-42.0pp | 160.62%-149.2pp |
| Employer contribution / active EE | $2,725 | $4,615-40.9% | $6,785-59.8% | $2,670+2.1% |
| Participant deferral / active EE | $4,498 | $6,837-34.2% | $10,408-56.8% | $4,125+9.0% |
| Admin fee / account holder | $13,756 | $8,173+68.3% | $12,815+7.3% | $5,651+143.4% |