Filed October 21, 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 | $56,833 | $89,355-36.4% | $141,162-59.7% | $72,985-22.1% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.5%+8.9pp | 69.5%+21.9pp |
| Annual return | 22.23% | 111.85%-89.6pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,016 | $3,114-35.3% | $4,735-57.4% | $2,440-17.4% |
| Participant deferral / active EE | $4,327 | $5,418-20.1% | $6,709-35.5% | $3,607+19.9% |
| Admin fee / account holder | $1,587 | $5,958-73.4% | $10,261-84.5% | $5,124-69.0% |