Filed November 14, 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 | $53,263 | $63,156-15.7% | $122,332-56.5% | $62,292-14.5% |
| Participation rate | 90.8% | 60.0%+30.8pp | 71.6%+19.2pp | 69.5%+21.3pp |
| Annual return | 16.76% | 20.61%-3.9pp | 30.27%-13.5pp | 28.90%-12.1pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,050-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,451 | $2,321+48.7% | $3,287+5.0% | $3,169+8.9% |
| Admin fee / account holder | $3,146 | $440+615.1% | $5,478-42.6% | $479+556.3% |