Filed November 26, 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 | $206,705 | $105,998+95.0% | $92,233+124.1% | $147,584+40.1% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 10.98% | 50.05%-39.1pp | 176.28%-165.3pp | 578.55%-567.6pp |
| Employer contribution / active EE | $4,029 | $4,333-7.0% | $3,679+9.5% | $4,876-17.4% |
| Participant deferral / active EE | $3,192 | $4,478-28.7% | $3,897-18.1% | $5,439-41.3% |
| Admin fee / account holder | $16,060 | $6,332+153.6% | $5,194+209.2% | $10,885+47.5% |