Filed October 28, 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 | $130,487 | $137,414-5.0% | $189,513-31.1% | $85,850+52.0% |
| Participation rate | 89.8% | 84.6%+5.2pp | 87.8%+2.0pp | 69.3%+20.5pp |
| Annual return | 10.98% | 38.14%-27.2pp | 555.15%-544.2pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,820 | $4,344-58.1% | $6,162-70.5% | $2,565-29.1% |
| Participant deferral / active EE | $6,074 | $6,260-3.0% | $8,221-26.1% | $3,952+53.7% |
| Admin fee / account holder | $10,374 | $8,630+20.2% | $12,045-13.9% | $6,260+65.7% |