Filed December 21, 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 | $81,837 | $125,758-34.9% | $169,993-51.9% | $75,163+8.9% |
| Participation rate | 75.6% | 83.6%-8.0pp | 87.0%-11.4pp | 67.2%+8.4pp |
| Annual return | 18.60% | 27.20%-8.6pp | 53.37%-34.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $3,954 | $4,615-14.3% | $6,785-41.7% | $2,670+48.1% |
| Participant deferral / active EE | $3,198 | $6,837-53.2% | $10,408-69.3% | $4,125-22.5% |
| Admin fee / account holder | $5,233 | $8,173-36.0% | $12,815-59.2% | $5,651-7.4% |