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 | $112,222 | $49,922+124.8% | $80,569+39.3% | $75,163+49.3% |
| Participation rate | 75.5% | 55.3%+20.2pp | 67.0%+8.5pp | 67.2%+8.3pp |
| Annual return | 30.19% | 34.69%-4.5pp | 935.43%-905.2pp | 160.62%-130.4pp |
| Employer contribution / active EE | $7,816 | $1,698+360.3% | $2,723+187.0% | $2,670+192.8% |
| Participant deferral / active EE | $1,918 | $2,990-35.9% | $4,447-56.9% | $4,125-53.5% |
| Admin fee / account holder | $4,297 | $3,577+20.1% | $5,377-20.1% | $5,651-24.0% |