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 | $108,655 | $52,279+107.8% | $89,391+21.6% | $79,858+36.1% |
| Participation rate | 94.1% | 57.5%+36.6pp | 68.0%+26.1pp | 69.6%+24.5pp |
| Annual return | 13.92% | 22.16%-8.2pp | 245.62%-231.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $6,445 | $1,572+310.1% | $2,586+149.3% | $2,471+160.8% |
| Participant deferral / active EE | $8,826 | $2,740+222.1% | $3,890+126.9% | $3,740+136.0% |
| Admin fee / account holder | $6,792 | $3,356+102.4% | $4,881+39.1% | $5,306+28.0% |