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 | $65,907 | $87,841-25.0% | $133,980-50.8% | $62,891+4.8% |
| Participation rate | 91.2% | 83.4%+7.8pp | 87.1%+4.1pp | 69.3%+21.9pp |
| Annual return | 5.46% | 12.05%-6.6pp | 29.30%-23.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $4,298 | $3,483+23.4% | $5,211-17.5% | $2,281+88.4% |
| Participant deferral / active EE | $2,992 | $4,812-37.8% | $6,282-52.4% | $3,203-6.6% |
| Admin fee / account holder | $4,124 | $5,371-23.2% | $9,324-55.8% | $4,296-4.0% |