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 | $104,985 | $64,707+62.2% | $112,228-6.5% | $68,494+53.3% |
| Participation rate | 96.4% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.5pp |
| Annual return | -16.03% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $6,521 | $2,746+137.5% | $3,635+79.4% | $2,596+151.2% |
| Participant deferral / active EE | $9,054 | $3,565+154.0% | $4,728+91.5% | $4,027+124.8% |
| Admin fee / account holder | $20,289 | $5,232+287.8% | $6,410+216.5% | $5,403+275.5% |