Filed November 17, 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 | $112,482 | $72,277+55.6% | $101,248+11.1% | $79,858+40.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.48% | 22.30%-11.8pp | 46.47%-36.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $3,126 | $2,692+16.1% | $3,660-14.6% | $2,471+26.5% |
| Participant deferral / active EE | $7,703 | $3,282+134.7% | $4,370+76.3% | $3,740+106.0% |
| Admin fee / account holder | $10,513 | $4,400+138.9% | $5,945+76.8% | $5,306+98.1% |