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 | $92,096 | $48,046+91.7% | $84,611+8.8% | $72,985+26.2% |
| Participation rate | 98.2% | 57.6%+40.7pp | 68.2%+30.0pp | 69.5%+28.8pp |
| Annual return | 23.11% | 37.38%-14.3pp | 258.74%-235.6pp | 81.00%-57.9pp |
| Employer contribution / active EE | $6,182 | $1,602+286.0% | $2,652+133.1% | $2,440+153.4% |
| Participant deferral / active EE | $8,386 | $2,680+212.9% | $3,899+115.1% | $3,607+132.5% |
| Admin fee / account holder | $15,727 | $3,395+363.3% | $4,912+220.2% | $5,124+206.9% |