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 | $117,296 | $73,933+58.7% | $96,683+21.3% | $75,163+56.1% |
| Participation rate | 95.9% | 66.4%+29.5pp | 74.3%+21.5pp | 67.2%+28.7pp |
| Annual return | 12.32% | 26.70%-14.4pp | 35.69%-23.4pp | 160.62%-148.3pp |
| Employer contribution / active EE | $9,240 | $2,928+215.6% | $3,737+147.3% | $2,670+246.1% |
| Participant deferral / active EE | $4,594 | $3,659+25.6% | $4,878-5.8% | $4,125+11.4% |
| Admin fee / account holder | $9,171 | $5,216+75.8% | $6,730+36.3% | $5,651+62.3% |