Filed December 30, 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 | $40,381 | $43,075-6.3% | $74,583-45.9% | $62,891-35.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 4.44% | 17.50%-13.1pp | 20.47%-16.0pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,083 | $1,498+39.1% | $2,525-17.5% | $2,281-8.7% |
| Participant deferral / active EE | $5,980 | $2,389+150.2% | $3,458+72.9% | $3,203+86.7% |
| Admin fee / account holder | $2,983 | $2,840+5.1% | $4,138-27.9% | $4,296-30.5% |