Filed September 25, 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 | $128,772 | $94,625+36.1% | $116,228+10.8% | $84,808+51.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 12.94% | 20.40%-7.5pp | 90.06%-77.1pp | 40.90%-28.0pp |
| Employer contribution / active EE | $5,732 | $2,347+144.3% | $2,994+91.4% | $2,631+117.9% |
| Participant deferral / active EE | $12,892 | $3,972+224.6% | $4,953+160.3% | $4,212+206.1% |
| Admin fee / account holder | $22,739 | $10,091+125.3% | $11,989+89.7% | $7,344+209.6% |