Filed November 19, 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 | $57,957 | $73,102-20.7% | $123,544-53.1% | $56,287+3.0% |
| Participation rate | 98.1% | 74.3%+23.8pp | 82.3%+15.8pp | 69.9%+28.2pp |
| Annual return | -7.34% | 3.01%-10.3pp | 119.20%-126.5pp | -9.96%+2.6pp |
| Employer contribution / active EE | $9,006 | $2,977+202.5% | $4,628+94.6% | $2,111+326.6% |
| Participant deferral / active EE | $5,577 | $5,423+2.8% | $6,426-13.2% | $3,350+66.5% |
| Admin fee / account holder | $4,189 | $554+656.5% | $9,284-54.9% | $521+704.1% |