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 | $125,860 | $73,933+70.2% | $96,683+30.2% | $75,163+67.4% |
| Participation rate | 98.2% | 66.4%+31.8pp | 74.3%+23.9pp | 67.2%+31.1pp |
| Annual return | 18.55% | 26.70%-8.2pp | 35.69%-17.1pp | 160.62%-142.1pp |
| Employer contribution / active EE | $6,597 | $2,928+125.3% | $3,737+76.6% | $2,670+147.1% |
| Participant deferral / active EE | $9,841 | $3,659+169.0% | $4,878+101.7% | $4,125+138.6% |
| Admin fee / account holder | $3,288 | $5,216-37.0% | $6,730-51.1% | $5,651-41.8% |