Filed November 14, 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 | $171,602 | $82,032+109.2% | $123,104+39.4% | $59,632+187.8% |
| Participation rate | 90.7% | 83.2%+7.5pp | 86.8%+3.9pp | 68.7%+22.0pp |
| Annual return | 0.57% | 5.12%-4.5pp | 13.22%-12.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $5,393 | $3,297+63.6% | $5,151+4.7% | $2,203+144.8% |
| Participant deferral / active EE | $5,618 | $4,667+20.4% | $6,230-9.8% | $3,192+76.0% |
| Admin fee / account holder | $49,128 | $5,881+735.4% | $9,015+445.0% | $4,297+1043.3% |