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 | $24,418 | $48,076-49.2% | $78,689-69.0% | $62,891-61.2% |
| Participation rate | 80.0% | 65.2%+14.8pp | 73.6%+6.4pp | 69.3%+10.7pp |
| Annual return | 17.27% | 31.35%-14.1pp | 62.18%-44.9pp | 20.14%-2.9pp |
| Employer contribution / active EE | $658 | $2,015-67.4% | $2,851-76.9% | $2,281-71.2% |
| Participant deferral / active EE | $3,642 | $2,588+40.7% | $3,517+3.5% | $3,203+13.7% |
| Admin fee / account holder | $5,447 | $3,207+69.8% | $4,510+20.8% | $4,296+26.8% |