Filed November 26, 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 | $137,123 | $97,757+40.3% | $83,848+63.5% | $135,375+1.3% |
| Participation rate | 87.0% | 80.0%+7.0pp | 76.1%+10.8pp | 82.6%+4.3pp |
| Annual return | -3.54% | 1287.37%-1290.9pp | 850.88%-854.4pp | 519.73%-523.3pp |
| Employer contribution / active EE | $6,494 | $4,222+53.8% | $3,631+78.9% | $4,779+35.9% |
| Participant deferral / active EE | $8,661 | $4,682+85.0% | $4,082+112.2% | $5,609+54.4% |
| Admin fee / account holder | $24,939 | $6,674+273.7% | $5,478+355.2% | $10,827+130.3% |