Filed October 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 | $72,613 | $109,359-33.6% | $162,163-55.2% | $72,985-0.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.53% | 25.46%-4.9pp | 115.59%-95.1pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,383 | $3,907-39.0% | $5,614-57.6% | $2,440-2.3% |
| Participant deferral / active EE | $4,956 | $5,481-9.6% | $7,298-32.1% | $3,607+37.4% |
| Admin fee / account holder | $1,700 | $7,972-78.7% | $10,843-84.3% | $5,124-66.8% |