Filed September 18, 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 | $221,798 | $109,359+102.8% | $162,163+36.8% | $72,985+203.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 15.75% | 25.46%-9.7pp | 115.59%-99.8pp | 81.00%-65.3pp |
| Employer contribution / active EE | $6,101 | $3,907+56.1% | $5,614+8.7% | $2,440+150.0% |
| Participant deferral / active EE | $5,920 | $5,481+8.0% | $7,298-18.9% | $3,607+64.1% |
| Admin fee / account holder | $4,245 | $7,972-46.7% | $10,843-60.8% | $5,124-17.2% |