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 | $102,847 | $96,128+7.0% | $136,007-24.4% | $80,856+27.2% |
| Participation rate | 94.1% | 71.2%+22.9pp | 76.5%+17.6pp | 67.6%+26.5pp |
| Annual return | 13.49% | 28.71%-15.2pp | 579.32%-565.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,647 | $3,351-21.0% | $4,217-37.2% | $2,755-3.9% |
| Participant deferral / active EE | $2,448 | $5,709-57.1% | $7,025-65.1% | $4,296-43.0% |
| Admin fee / account holder | $7,092 | $8,236-13.9% | $6,858+3.4% | $6,918+2.5% |