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 8-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 | $56,541 | $42,383+33.4% | $76,523-26.1% | $64,186-11.9% |
| Participation rate | 77.6% | 58.1%+19.5pp | 68.0%+9.6pp | 69.6%+8.1pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,636 | $1,563+4.7% | $2,647-38.2% | $2,381-31.3% |
| Participant deferral / active EE | $4,734 | $2,566+84.5% | $3,835+23.4% | $3,470+36.4% |
| Admin fee / account holder | $11,660 | $3,198+264.6% | $4,848+140.5% | $4,888+138.5% |