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 | $172,919 | $89,753+92.7% | $107,525+60.8% | $84,808+103.9% |
| Participation rate | 95.8% | 68.1%+27.7pp | 75.1%+20.7pp | 68.3%+27.5pp |
| Annual return | 11.21% | 29.48%-18.3pp | 181.32%-170.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $11,845 | $3,113+280.4% | $3,754+215.6% | $2,631+350.2% |
| Participant deferral / active EE | $4,526 | $4,056+11.6% | $5,116-11.5% | $4,212+7.5% |
| Admin fee / account holder | $14,517 | $7,222+101.0% | $8,919+62.8% | $7,344+97.7% |