Filed December 17, 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 | $48,585 | $49,177-1.2% | $79,464-38.9% | $64,186-24.3% |
| Participation rate | 77.5% | 65.0%+12.5pp | 73.3%+4.2pp | 69.6%+7.9pp |
| Annual return | -7.44% | -1.16%-6.3pp | 718.14%-725.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,631 | $2,076+26.7% | $2,800-6.0% | $2,381+10.5% |
| Participant deferral / active EE | $3,222 | $2,821+14.2% | $3,704-13.0% | $3,470-7.1% |
| Admin fee / account holder | $2,151 | $3,839-44.0% | $5,113-57.9% | $4,888-56.0% |