Filed December 4, 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 | $69,971 | $185,822-62.3% | $169,993-58.8% | $139,434-49.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.24% | 60.50%-44.3pp | 53.37%-37.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $5,653 | $7,590-25.5% | $6,785-16.7% | $4,751+19.0% |
| Participant deferral / active EE | $3,168 | $11,622-72.7% | $10,408-69.6% | $6,710-52.8% |
| Admin fee / account holder | $1,612 | $15,381-89.5% | $12,815-87.4% | $11,403-85.9% |