Filed December 12, 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 | $241,297 | $100,852+139.3% | $90,404+166.9% | $158,922+51.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.19% | 1724.20%-1713.0pp | 1293.02%-1281.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $5,706 | $3,689+54.7% | $3,262+74.9% | $4,761+19.8% |
| Participant deferral / active EE | $9,338 | $4,348+114.8% | $3,963+135.6% | $5,982+56.1% |
| Admin fee / account holder | $63,349 | $6,501+874.4% | $5,611+1029.0% | $11,246+463.3% |