Filed December 15, 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 | $77,098 | $54,705+40.9% | $71,209+8.3% | $84,808-9.1% |
| Participation rate | 96.4% | 64.1%+32.4pp | 73.8%+22.7pp | 68.3%+28.1pp |
| Annual return | 22.63% | 35.90%-13.3pp | 282.51%-259.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,774 | $2,158-17.8% | $2,721-34.8% | $2,631-32.6% |
| Participant deferral / active EE | $8,137 | $3,030+168.5% | $4,175+94.9% | $4,212+93.2% |
| Admin fee / account holder | $8,276 | $4,863+70.2% | $5,349+54.7% | $7,344+12.7% |