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 | $68,386 | $96,635-29.2% | $86,612-21.0% | $139,434-51.0% |
| Participation rate | 76.5% | 74.4%+2.1pp | 71.7%+4.8pp | 80.3%-3.8pp |
| Annual return | 16.31% | 106.41%-90.1pp | 591.07%-574.8pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,774 | $3,263+15.6% | $3,022+24.9% | $4,751-20.6% |
| Participant deferral / active EE | $9,045 | $4,836+87.0% | $4,438+103.8% | $6,710+34.8% |
| Admin fee / account holder | $17,548 | $6,408+173.9% | $5,614+212.6% | $11,403+53.9% |