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 | $90,350 | $78,422+15.2% | $95,952-5.8% | $79,858+13.1% |
| Participation rate | 92.4% | 73.5%+18.9pp | 77.1%+15.3pp | 69.6%+22.8pp |
| Annual return | 14.24% | 19.37%-5.1pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $4,692 | $1,945+141.2% | $2,541+84.6% | $2,471+89.9% |
| Participant deferral / active EE | $3,052 | $3,440-11.3% | $4,167-26.8% | $3,740-18.4% |
| Admin fee / account holder | $14,298 | $5,622+154.3% | $6,795+110.4% | $5,306+169.4% |