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 | $125,654 | $98,750+27.2% | $149,696-16.1% | $79,858+57.3% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.7pp |
| Annual return | 12.17% | 27.43%-15.3pp | 276.60%-264.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $3,382 | $3,216+5.2% | $4,644-27.2% | $2,471+36.9% |
| Participant deferral / active EE | $6,996 | $5,680+23.2% | $6,842+2.3% | $3,740+87.1% |
| Admin fee / account holder | $719 | $6,053-88.1% | $9,309-92.3% | $5,306-86.5% |