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 | $146,123 | $60,022+143.4% | $88,946+64.3% | $84,808+72.3% |
| Participation rate | 88.5% | 57.8%+30.6pp | 68.8%+19.6pp | 68.3%+20.2pp |
| Annual return | 14.87% | 22.43%-7.6pp | 57.82%-43.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,063 | $1,703+138.6% | $2,555+59.0% | $2,631+54.4% |
| Participant deferral / active EE | $12,419 | $3,114+298.9% | $4,581+171.1% | $4,212+194.9% |
| Admin fee / account holder | $27,744 | $4,811+476.7% | $8,261+235.8% | $7,344+277.8% |