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 | $48,795+96.2% | $65,493+46.2% | $84,808+12.9% |
| Participation rate | 80.3% | 67.0%+13.3pp | 73.1%+7.2pp | 68.3%+12.0pp |
| Annual return | 11.51% | 20.20%-8.7pp | 982.45%-970.9pp | 40.90%-29.4pp |
| Employer contribution / active EE | $5,783 | $1,930+199.7% | $2,574+124.6% | $2,631+119.8% |
| Participant deferral / active EE | $5,730 | $2,928+95.7% | $3,961+44.7% | $4,212+36.1% |
| Admin fee / account holder | $13,856 | $3,877+257.4% | $5,028+175.6% | $7,344+88.7% |