Filed December 11, 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 9-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 | $28,484 | $97,125-70.7% | $86,233-67.0% | $137,256-79.2% |
| Participation rate | 86.4% | 74.2%+12.2pp | 69.0%+17.3pp | 80.0%+6.4pp |
| Annual return | 19.18% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,725 | $2,841+31.1% | $2,504+48.8% | $4,156-10.4% |
| Participant deferral / active EE | $6,604 | $5,180+27.5% | $4,559+44.8% | $6,407+3.1% |
| Admin fee / account holder | $2,284 | $9,725-76.5% | $8,342-72.6% | $12,270-81.4% |