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 | $203,058 | $138,347+46.8% | $184,203+10.2% | $80,856+151.1% |
| Participation rate | 90.3% | 83.9%+6.5pp | 86.8%+3.5pp | 67.6%+22.7pp |
| Annual return | 16.72% | 20.02%-3.3pp | 28.81%-12.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,817 | $4,850-41.9% | $6,427-56.2% | $2,755+2.2% |
| Participant deferral / active EE | $6,131 | $7,071-13.3% | $9,131-32.9% | $4,296+42.7% |
| Admin fee / account holder | $4,532 | $10,483-56.8% | $13,901-67.4% | $6,918-34.5% |