Filed December 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 | $47,696 | $89,753-46.9% | $107,525-55.6% | $84,808-43.8% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 13.59% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,513 | $3,113-51.4% | $3,754-59.7% | $2,631-42.5% |
| Participant deferral / active EE | $2,098 | $4,056-48.3% | $5,116-59.0% | $4,212-50.2% |
| Admin fee / account holder | $14,250 | $7,222+97.3% | $8,919+59.8% | $7,344+94.0% |