Filed November 5, 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 | $50,785 | $90,600-43.9% | $79,464-36.1% | $135,375-62.5% |
| Participation rate | 82.4% | 76.0%+6.3pp | 73.3%+9.0pp | 82.6%-0.3pp |
| Annual return | 14.96% | 977.43%-962.5pp | 718.14%-703.2pp | 519.73%-504.8pp |
| Employer contribution / active EE | $3,249 | $3,068+5.9% | $2,800+16.0% | $4,779-32.0% |
| Participant deferral / active EE | $6,997 | $4,050+72.8% | $3,704+88.9% | $5,609+24.8% |
| Admin fee / account holder | $2,723 | $5,907-53.9% | $5,113-46.8% | $10,827-74.9% |