Filed October 22, 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 | $107,976 | $65,365+65.2% | $92,893+16.2% | $72,985+47.9% |
| Participation rate | 95.6% | 68.3%+27.3pp | 76.0%+19.6pp | 69.5%+26.1pp |
| Annual return | 43.96% | 42.10%+1.9pp | 109.41%-65.5pp | 81.00%-37.0pp |
| Employer contribution / active EE | $4,052 | $2,594+56.2% | $3,653+10.9% | $2,440+66.1% |
| Participant deferral / active EE | $3,191 | $3,128+2.0% | $4,236-24.7% | $3,607-11.5% |
| Admin fee / account holder | $930 | $4,251-78.1% | $5,794-84.0% | $5,124-81.9% |