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 | $148,636 | $92,703+60.3% | $82,719+79.7% | $134,475+10.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.78% | 944.92%-961.7pp | 701.18%-718.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $5,895 | $3,274+80.1% | $3,009+95.9% | $4,740+24.4% |
| Participant deferral / active EE | $10,453 | $4,802+117.7% | $4,395+137.8% | $6,400+63.3% |
| Admin fee / account holder | $9,170 | $5,983+53.3% | $5,329+72.1% | $11,426-19.7% |