Filed August 5, 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 | $13,623 | $33,120-58.9% | $40,757-66.6% | $59,632-77.2% |
| Participation rate | 92.9% | 70.7%+22.2pp | 79.3%+13.6pp | 68.7%+24.2pp |
| Annual return | -2.92% | 1.43%-4.3pp | -0.50%-2.4pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $1,203 | $2,119-43.2% | $3,004-60.0% | $2,203-45.4% |
| Participant deferral / active EE | $2,244 | $2,513-10.7% | $3,485-35.6% | $3,192-29.7% |
| Admin fee / account holder | $3,641 | $2,449+48.6% | $4,272-14.8% | $4,297-15.3% |