Filed October 31, 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 | $88,141 | $95,762-8.0% | $379,746-76.8% | $79,858+10.4% |
| Participation rate | 94.3% | 74.0%+20.3pp | 78.4%+15.9pp | 69.6%+24.7pp |
| Annual return | 17.13% | 18.26%-1.1pp | 34.90%-17.8pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,149 | $2,695+16.8% | $3,540-11.0% | $2,471+27.4% |
| Participant deferral / active EE | $2,181 | $4,705-53.7% | $6,024-63.8% | $3,740-41.7% |
| Admin fee / account holder | $815 | $6,745-87.9% | $7,927-89.7% | $5,306-84.6% |