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 | $248,397 | $148,978+66.7% | $200,582+23.8% | $84,808+192.9% |
| Participation rate | 91.2% | 84.2%+6.9pp | 86.9%+4.3pp | 68.3%+22.9pp |
| Annual return | 15.28% | 28.16%-12.9pp | 42.33%-27.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,465 | $4,815-48.8% | $6,419-61.6% | $2,631-6.3% |
| Participant deferral / active EE | $5,476 | $7,142-23.3% | $9,331-41.3% | $4,212+30.0% |
| Admin fee / account holder | $2,584 | $13,977-81.5% | $16,305-84.2% | $7,344-64.8% |