Filed December 31, 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 | $111,593 | $89,355+24.9% | $141,162-20.9% | $72,985+52.9% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.5%+3.5pp | 69.5%+16.5pp |
| Annual return | 17.65% | 111.85%-94.2pp | 71.39%-53.7pp | 81.00%-63.4pp |
| Employer contribution / active EE | $3,292 | $3,114+5.7% | $4,735-30.5% | $2,440+34.9% |
| Participant deferral / active EE | $7,011 | $5,418+29.4% | $6,709+4.5% | $3,607+94.4% |
| Admin fee / account holder | $2,093 | $5,958-64.9% | $10,261-79.6% | $5,124-59.2% |