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 | $113,301 | $49,922+127.0% | $80,569+40.6% | $75,163+50.7% |
| Participation rate | 85.7% | 55.3%+30.4pp | 67.0%+18.7pp | 67.2%+18.5pp |
| Annual return | 45.97% | 34.69%+11.3pp | 935.43%-889.5pp | 160.62%-114.7pp |
| Employer contribution / active EE | $2,436 | $1,698+43.4% | $2,723-10.6% | $2,670-8.8% |
| Participant deferral / active EE | $10,902 | $2,990+264.6% | $4,447+145.1% | $4,125+164.3% |
| Admin fee / account holder | $1,394 | $3,577-61.0% | $5,377-74.1% | $5,651-75.3% |