Filed September 9, 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 | $156,923 | $124,425+26.1% | $112,040+40.1% | $137,256+14.3% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 12.36% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,161 | $3,411-66.0% | $2,954-60.7% | $4,156-72.1% |
| Participant deferral / active EE | $6,756 | $5,718+18.1% | $5,098+32.5% | $6,407+5.4% |
| Admin fee / account holder | $9,909 | $15,207-34.8% | $12,098-18.1% | $12,270-19.2% |