Filed November 8, 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 | $92,610 | $147,167-37.1% | $111,392-16.9% | $135,375-31.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -5.76% | -4.44%-1.3pp | -2.06%-3.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $13,058 | $5,204+150.9% | $4,328+201.7% | $4,779+173.3% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,369 | $20,270-93.2% | $12,266-88.8% | $10,827-87.4% |