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 | $63,339 | $98,750-35.9% | $149,696-57.7% | $79,858-20.7% |
| Participation rate | 86.8% | 75.8%+11.0pp | 82.5%+4.3pp | 69.6%+17.2pp |
| Annual return | 13.96% | 27.43%-13.5pp | 276.60%-262.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,730 | $3,216-15.1% | $4,644-41.2% | $2,471+10.5% |
| Participant deferral / active EE | $5,149 | $5,680-9.4% | $6,842-24.7% | $3,740+37.7% |
| Admin fee / account holder | $1,749 | $6,053-71.1% | $9,309-81.2% | $5,306-67.0% |