Filed September 4, 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 | $58,429 | $63,346-7.8% | $92,233-36.7% | $70,131-16.7% |
| Participation rate | 93.5% | 68.7%+24.9pp | 76.5%+17.1pp | 69.5%+24.0pp |
| Annual return | 17.34% | 530.12%-512.8pp | 176.28%-158.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,273 | $2,471-48.5% | $3,679-65.4% | $2,342-45.6% |
| Participant deferral / active EE | $4,743 | $2,854+66.2% | $3,897+21.7% | $3,332+42.4% |
| Admin fee / account holder | $1,180 | $3,840-69.3% | $5,194-77.3% | $4,645-74.6% |