Filed December 17, 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 | $94,514 | $56,114+68.4% | $96,139-1.7% | $85,850+10.1% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 14.52% | 42.30%-27.8pp | 191.94%-177.4pp | 318.53%-304.0pp |
| Employer contribution / active EE | $700 | $1,620-56.8% | $2,797-75.0% | $2,565-72.7% |
| Participant deferral / active EE | $8,372 | $2,859+192.8% | $4,349+92.5% | $3,952+111.9% |
| Admin fee / account holder | $3,458 | $3,768-8.2% | $5,537-37.5% | $6,260-44.8% |