Filed September 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 5-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 | $202,797 | $138,347+46.6% | $184,203+10.1% | $80,856+150.8% |
| Participation rate | 94.5% | 83.9%+10.6pp | 86.8%+7.7pp | 67.6%+26.9pp |
| Annual return | 12.72% | 20.02%-7.3pp | 28.81%-16.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,687 | $4,850+17.3% | $6,427-11.5% | $2,755+106.4% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $31,952 | $10,483+204.8% | $13,901+129.9% | $6,918+361.9% |