Filed October 22, 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 | $155,420 | $42,894+262.3% | $60,874+155.3% | $68,494+126.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.57% | -13.98%+2.4pp | 16.90%-28.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $8,460 | $1,978+327.7% | $2,701+213.2% | $2,596+225.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9,198 | $3,101+196.6% | $3,224+185.3% | $5,403+70.2% |