Filed October 28, 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 | $130,466 | $125,758+3.7% | $169,993-23.3% | $75,163+73.6% |
| Participation rate | 87.1% | 83.6%+3.5pp | 87.0%+0.1pp | 67.2%+19.9pp |
| Annual return | 16.52% | 27.20%-10.7pp | 53.37%-36.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,857 | $4,615-59.8% | $6,785-72.6% | $2,670-30.4% |
| Participant deferral / active EE | $6,201 | $6,837-9.3% | $10,408-40.4% | $4,125+50.3% |
| Admin fee / account holder | $8,822 | $8,173+7.9% | $12,815-31.2% | $5,651+56.1% |