Filed December 30, 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 | $73,834 | $57,057+29.4% | $85,009-13.1% | $80,874-8.7% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 13.40% | 21.66%-8.3pp | 66.47%-53.1pp | 35.62%-22.2pp |
| Employer contribution / active EE | $3,191 | $1,799+77.4% | $2,728+16.9% | $2,756+15.8% |
| Participant deferral / active EE | $6,741 | $3,112+116.6% | $4,522+49.1% | $4,297+56.9% |
| Admin fee / account holder | $3,415 | $4,986-31.5% | $6,153-44.5% | $6,935-50.8% |