Filed November 8, 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 | $67,270 | $123,793-45.7% | $177,821-62.2% | $79,858-15.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 30.17% | 22.82%+7.3pp | 48.32%-18.2pp | 31.71%-1.5pp |
| Employer contribution / active EE | $2,960 | $4,095-27.7% | $5,918-50.0% | $2,471+19.8% |
| Participant deferral / active EE | $3,144 | $5,956-47.2% | $7,714-59.2% | $3,740-15.9% |
| Admin fee / account holder | $6,592 | $7,243-9.0% | $12,427-47.0% | $5,306+24.2% |