Filed October 29, 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 | $164,398 | $81,446+101.8% | $103,374+59.0% | $80,874+103.3% |
| Participation rate | 91.2% | 66.9%+24.4pp | 74.5%+16.7pp | 67.6%+23.6pp |
| Annual return | 16.53% | 25.57%-9.0pp | 24.89%-8.4pp | 35.62%-19.1pp |
| Employer contribution / active EE | $4,648 | $3,107+49.6% | $3,869+20.1% | $2,756+68.7% |
| Participant deferral / active EE | $9,352 | $3,870+141.6% | $5,058+84.9% | $4,297+117.6% |
| Admin fee / account holder | $11,953 | $6,715+78.0% | $8,394+42.4% | $6,935+72.4% |