Filed August 31, 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 | $122,102 | $65,561+86.2% | $86,188+41.7% | $75,163+62.4% |
| Participation rate | 97.9% | 60.5%+37.4pp | 69.0%+29.0pp | 67.2%+30.7pp |
| Annual return | 15.81% | 46.05%-30.2pp | 1168.45%-1152.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $11,551 | $1,553+643.9% | $2,380+385.3% | $2,670+332.6% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $8,153 | $5,474+48.9% | $6,852+19.0% | $5,651+44.3% |