Filed December 31, 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 | $119,860 | $82,664+45.0% | $125,339-4.4% | $68,494+75.0% |
| Participation rate | 80.6% | 75.0%+5.6pp | 82.4%-1.7pp | 67.9%+12.8pp |
| Annual return | -11.43% | -5.97%-5.5pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $3,599 | $3,381+6.4% | $4,814-25.2% | $2,596+38.6% |
| Participant deferral / active EE | $7,765 | $6,110+27.1% | $7,446+4.3% | $4,027+92.8% |
| Admin fee / account holder | $1,925 | $6,275-69.3% | $10,010-80.8% | $5,403-64.4% |