Filed October 17, 2008 (most recent of 3 filings on file)
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 | $29,098 | $59,101-50.8% | $77,163-62.3% | $75,163-61.3% |
| Participation rate | 93.8% | 63.9%+29.9pp | 69.6%+24.2pp | 67.2%+26.6pp |
| Annual return | 12.03% | 26.71%-14.7pp | 37.87%-25.8pp | 160.62%-148.6pp |
| Employer contribution / active EE | $988 | $1,995-50.5% | $2,535-61.0% | $2,670-63.0% |
| Participant deferral / active EE | $1,421 | $2,999-52.6% | $3,833-62.9% | $4,125-65.6% |
| Admin fee / account holder | $2,317 | $4,774-51.5% | $5,472-57.7% | $5,651-59.0% |