Filed December 30, 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 | $51,870 | $73,004-28.9% | $90,749-42.8% | $68,494-24.3% |
| Participation rate | 70.3% | 70.8%-0.6pp | 75.7%-5.4pp | 67.9%+2.4pp |
| Annual return | -17.34% | -13.81%-3.5pp | -12.16%-5.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,396 | $2,193+9.3% | $2,921-18.0% | $2,596-7.7% |
| Participant deferral / active EE | $6,089 | $3,627+67.9% | $4,564+33.4% | $4,027+51.2% |
| Admin fee / account holder | $8,687 | $5,896+47.3% | $8,445+2.9% | $5,403+60.8% |