Filed October 16, 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 | $117,954 | $150,440-21.6% | $136,294-13.5% | $147,584-20.1% |
| Participation rate | 86.4% | 84.4%+1.9pp | 81.9%+4.4pp | 82.8%+3.5pp |
| Annual return | 17.71% | 1049.08%-1031.4pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $6,096 | $5,256+16.0% | $4,695+29.8% | $4,876+25.0% |
| Participant deferral / active EE | $6,071 | $6,630-8.4% | $6,247-2.8% | $5,439+11.6% |
| Admin fee / account holder | $20,876 | $10,905+91.4% | $9,243+125.8% | $10,885+91.8% |