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 | $233,602 | $148,978+56.8% | $200,582+16.5% | $84,808+175.4% |
| Participation rate | 95.8% | 84.2%+11.6pp | 86.9%+8.9pp | 68.3%+27.5pp |
| Annual return | 18.68% | 28.16%-9.5pp | 42.33%-23.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $5,719 | $4,815+18.8% | $6,419-10.9% | $2,631+117.4% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $23,257 | $13,977+66.4% | $16,305+42.6% | $7,344+216.7% |