Filed November 4, 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 | $98,952 | $96,635+2.4% | $86,612+14.2% | $139,434-29.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.90% | 106.41%-88.5pp | 591.07%-573.2pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,616 | $3,263-19.8% | $3,022-13.4% | $4,751-44.9% |
| Participant deferral / active EE | $7,279 | $4,836+50.5% | $4,438+64.0% | $6,710+8.5% |
| Admin fee / account holder | $7,281 | $6,408+13.6% | $5,614+29.7% | $11,403-36.1% |