Filed September 23, 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 | $143,033 | $64,480+121.8% | $81,382+75.8% | $80,856+76.9% |
| Participation rate | 98.1% | 63.9%+34.2pp | 69.5%+28.6pp | 67.6%+30.5pp |
| Annual return | 15.03% | 16.34%-1.3pp | 24.73%-9.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $6,384 | $1,978+222.7% | $2,463+159.2% | $2,755+131.7% |
| Participant deferral / active EE | $5,420 | $3,094+75.2% | $3,883+39.6% | $4,296+26.2% |
| Admin fee / account holder | $11,354 | $5,671+100.2% | $5,768+96.8% | $6,918+64.1% |