Filed October 22, 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 | $121,431 | $63,346+91.7% | $92,233+31.7% | $70,131+73.1% |
| Participation rate | 70.4% | 68.7%+1.7pp | 76.5%-6.1pp | 69.5%+0.8pp |
| Annual return | 11.75% | 530.12%-518.4pp | 176.28%-164.5pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,592 | $2,471-35.6% | $3,679-56.7% | $2,342-32.0% |
| Participant deferral / active EE | $3,461 | $2,854+21.3% | $3,897-11.2% | $3,332+3.9% |
| Admin fee / account holder | $7,977 | $3,840+107.7% | $5,194+53.6% | $4,645+71.7% |