Filed October 17, 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 | $70,929 | $42,383+67.4% | $76,523-7.3% | $64,186+10.5% |
| Participation rate | 98.2% | 58.1%+40.0pp | 68.0%+30.2pp | 69.6%+28.6pp |
| Annual return | -7.97% | -16.54%+8.6pp | -0.27%-7.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $8,420 | $1,563+438.6% | $2,647+218.1% | $2,381+253.7% |
| Participant deferral / active EE | $11,460 | $2,566+346.5% | $3,835+198.8% | $3,470+230.3% |
| Admin fee / account holder | $10,345 | $3,198+223.5% | $4,848+113.4% | $4,888+111.6% |