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 | $95,702 | $52,279+83.1% | $89,391+7.1% | $79,858+19.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 16.07% | 22.16%-6.1pp | 245.62%-229.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,356 | $1,572-13.7% | $2,586-47.6% | $2,471-45.1% |
| Participant deferral / active EE | $8,691 | $2,740+217.2% | $3,890+123.4% | $3,740+132.4% |
| Admin fee / account holder | $9,901 | $3,356+195.0% | $4,881+102.8% | $5,306+86.6% |