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 | $141,530 | $137,414+3.0% | $189,513-25.3% | $85,850+64.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 20.81% | 38.14%-17.3pp | 555.15%-534.3pp | 318.53%-297.7pp |
| Employer contribution / active EE | $2,923 | $4,344-32.7% | $6,162-52.6% | $2,565+14.0% |
| Participant deferral / active EE | $5,724 | $6,260-8.6% | $8,221-30.4% | $3,952+44.8% |
| Admin fee / account holder | $889 | $8,630-89.7% | $12,045-92.6% | $6,260-85.8% |