Filed November 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 | $90,049 | $63,346+42.2% | $92,233-2.4% | $70,131+28.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.42% | 530.12%-513.7pp | 176.28%-159.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,684 | $2,471+8.6% | $3,679-27.0% | $2,342+14.6% |
| Participant deferral / active EE | $6,519 | $2,854+128.4% | $3,897+67.3% | $3,332+95.7% |
| Admin fee / account holder | $1,111 | $3,840-71.1% | $5,194-78.6% | $4,645-76.1% |