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 | $88,761 | $53,777+65.1% | $134,143-33.8% | $79,858+11.1% |
| Participation rate | 98.5% | 58.8%+39.8pp | 72.2%+26.4pp | 69.6%+28.9pp |
| Annual return | 15.01% | 19.01%-4.0pp | 36.33%-21.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $427 | $1,321-67.7% | $3,704-88.5% | $2,471-82.7% |
| Participant deferral / active EE | $6,050 | $2,420+150.0% | $3,499+72.9% | $3,740+61.8% |
| Admin fee / account holder | $5,843 | $3,984+46.7% | $6,684-12.6% | $5,306+10.1% |