Filed September 29, 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 | $95,720 | $47,479+101.6% | $62,929+52.1% | $82,448+16.1% |
| Participation rate | 80.3% | 66.9%+13.5pp | 73.1%+7.2pp | 68.1%+12.3pp |
| Annual return | 11.51% | 20.34%-8.8pp | 1063.93%-1052.4pp | 41.64%-30.1pp |
| Employer contribution / active EE | $5,783 | $1,885+206.7% | $2,505+130.9% | $2,551+126.7% |
| Participant deferral / active EE | $5,730 | $2,870+99.6% | $3,888+47.4% | $4,139+38.4% |
| Admin fee / account holder | $13,856 | $3,804+264.3% | $5,065+173.6% | $7,234+91.5% |