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 | $207,694 | $87,841+136.4% | $133,980+55.0% | $62,891+230.2% |
| Participation rate | 83.3% | 83.4%0pp | 87.1%-3.7pp | 69.3%+14.0pp |
| Annual return | 8.29% | 12.05%-3.8pp | 29.30%-21.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $5,929 | $3,483+70.2% | $5,211+13.8% | $2,281+159.9% |
| Participant deferral / active EE | $5,394 | $4,812+12.1% | $6,282-14.1% | $3,203+68.4% |
| Admin fee / account holder | $5,311 | $5,371-1.1% | $9,324-43.0% | $4,296+23.6% |