Filed December 18, 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 | $29,193 | $92,222-68.3% | $76,768-62.0% | $135,375-78.4% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -5.75% | 5.46%-11.2pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,603 | $3,216-50.2% | $2,485-35.5% | $4,779-66.5% |
| Participant deferral / active EE | $2,815 | $4,509-37.6% | $3,852-26.9% | $5,609-49.8% |
| Admin fee / account holder | $5,788 | $10,748-46.2% | $6,675-13.3% | $10,827-46.5% |