Filed September 5, 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 | $129,237 | $80,717+60.1% | $154,803-16.5% | $84,808+52.4% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.8pp | 68.3%+28.6pp |
| Annual return | 16.81% | 37.96%-21.1pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,897 | $2,761+77.3% | $4,305+13.7% | $2,631+86.1% |
| Participant deferral / active EE | $12,467 | $3,303+277.4% | $5,540+125.0% | $4,212+196.0% |
| Admin fee / account holder | $2,455 | $6,746-63.6% | $14,329-82.9% | $7,344-66.6% |