Filed October 29, 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 | $169,709 | $78,705+115.6% | $117,854+44.0% | $70,131+142.0% |
| Participation rate | 76.9% | 73.2%+3.7pp | 79.7%-2.7pp | 69.5%+7.4pp |
| Annual return | 20.59% | 23.30%-2.7pp | 335.08%-314.5pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,337 | $2,223-39.9% | $3,786-64.7% | $2,342-42.9% |
| Participant deferral / active EE | $4,712 | $3,297+42.9% | $4,482+5.1% | $3,332+41.4% |
| Admin fee / account holder | $3,666 | $5,065-27.6% | $8,020-54.3% | $4,645-21.1% |