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 | $85,602 | $45,863+86.6% | $77,024+11.1% | $68,494+25.0% |
| Participation rate | 83.3% | 55.9%+27.4pp | 67.9%+15.4pp | 67.9%+15.4pp |
| Annual return | -15.47% | 1.72%-17.2pp | 42.32%-57.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,958 | $1,650+18.7% | $2,812-30.4% | $2,596-24.6% |
| Participant deferral / active EE | $8,686 | $2,962+193.2% | $4,426+96.2% | $4,027+115.7% |
| Admin fee / account holder | $346 | $3,041-88.6% | $5,425-93.6% | $5,403-93.6% |