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 | $81,924 | $46,674+75.5% | $117,472-30.3% | $68,494+19.6% |
| Participation rate | 86.0% | 56.8%+29.2pp | 70.6%+15.4pp | 67.9%+18.1pp |
| Annual return | -13.95% | -14.52%+0.6pp | 29.74%-43.7pp | -7.84%-6.1pp |
| Employer contribution / active EE | $340 | $1,505-77.4% | $4,176-91.8% | $2,596-86.9% |
| Participant deferral / active EE | $4,282 | $2,636+62.4% | $4,070+5.2% | $4,027+6.3% |
| Admin fee / account holder | $3,166 | $4,020-21.2% | $5,645-43.9% | $5,403-41.4% |