Filed November 9, 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 | $104,575 | $127,065-17.7% | $113,168-7.6% | $142,382-26.6% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 11.06% | 24.03%-13.0pp | 24.27%-13.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,395 | $3,442-59.5% | $2,975-53.1% | $4,299-67.5% |
| Participant deferral / active EE | $5,711 | $5,716-0.1% | $5,107+11.8% | $6,507-12.2% |
| Admin fee / account holder | $35,543 | $15,736+125.9% | $12,068+194.5% | $12,624+181.6% |