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 | $82,820 | $138,347-40.1% | $184,203-55.0% | $80,856+2.4% |
| Participation rate | 83.2% | 83.9%-0.7pp | 86.8%-3.7pp | 67.6%+15.5pp |
| Annual return | 10.85% | 20.02%-9.2pp | 28.81%-18.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,657 | $4,850-45.2% | $6,427-58.7% | $2,755-3.5% |
| Participant deferral / active EE | $4,707 | $7,071-33.4% | $9,131-48.5% | $4,296+9.6% |
| Admin fee / account holder | $4,959 | $10,483-52.7% | $13,901-64.3% | $6,918-28.3% |