Filed November 17, 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 | $68,589 | $60,349+13.7% | $74,183-7.5% | $62,891+9.1% |
| Participation rate | 87.7% | 72.7%+15.0pp | 76.6%+11.1pp | 69.3%+18.4pp |
| Annual return | 7.60% | 21.37%-13.8pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $4,804 | $1,680+186.0% | $2,370+102.7% | $2,281+110.6% |
| Participant deferral / active EE | $2,577 | $2,856-9.8% | $3,550-27.4% | $3,203-19.5% |
| Admin fee / account holder | $1,444 | $4,261-66.1% | $5,586-74.1% | $4,296-66.4% |