Filed October 29, 2008 (most recent of 2 filings on file)
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 | $72,741 | $138,347-47.4% | $184,203-60.5% | $80,856-10.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 8.53% | 20.02%-11.5pp | 28.81%-20.3pp | 35.59%-27.1pp |
| Employer contribution / active EE | $6,162 | $4,850+27.0% | $6,427-4.1% | $2,755+123.7% |
| Participant deferral / active EE | $5,600 | $7,071-20.8% | $9,131-38.7% | $4,296+30.4% |
| Admin fee / account holder | $18,917 | $10,483+80.4% | $13,901+36.1% | $6,918+173.4% |