Filed December 15, 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 | $118,411 | $94,529+25.3% | $140,016-15.4% | $64,186+84.5% |
| Participation rate | 90.9% | 84.1%+6.8pp | 87.5%+3.4pp | 69.6%+21.3pp |
| Annual return | 2.25% | 7.77%-5.5pp | 651.12%-648.9pp | 7.63%-5.4pp |
| Employer contribution / active EE | $2,554 | $3,812-33.0% | $5,606-54.4% | $2,381+7.3% |
| Participant deferral / active EE | $4,255 | $5,250-19.0% | $6,927-38.6% | $3,470+22.6% |
| Admin fee / account holder | $830 | $6,741-87.7% | $10,705-92.2% | $4,888-83.0% |