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 | $90,875 | $49,173+84.8% | $121,098-25.0% | $75,163+20.9% |
| Participation rate | 97.5% | 55.4%+42.1pp | 69.5%+28.0pp | 67.2%+30.3pp |
| Annual return | 15.95% | 55.99%-40.0pp | 985.75%-969.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $523 | $1,546-66.2% | $4,164-87.4% | $2,670-80.4% |
| Participant deferral / active EE | $5,506 | $2,628+109.6% | $4,080+35.0% | $4,125+33.5% |
| Admin fee / account holder | $5,086 | $3,942+29.0% | $5,644-9.9% | $5,651-10.0% |