Filed November 26, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,690 | $81,632-23.2% | $70,449-11.0% | $158,922-60.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.04% | 208.40%-190.4pp | 109.03%-91.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $3,145 | $3,217-2.2% | $2,737+14.9% | $4,761-33.9% |
| Participant deferral / active EE | $3,998 | $4,554-12.2% | $3,709+7.8% | $5,982-33.2% |
| Admin fee / account holder | $359 | $6,193-94.2% | $3,845-90.7% | $11,246-96.8% |