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 | $125,376 | $56,897+120.4% | $84,750+47.9% | $62,891+99.4% |
| Participation rate | 98.5% | 68.5%+29.9pp | 76.6%+21.9pp | 69.3%+29.2pp |
| Annual return | 6.58% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,819 | $2,400+59.1% | $3,574+6.8% | $2,281+67.4% |
| Participant deferral / active EE | $7,009 | $2,709+158.7% | $3,712+88.8% | $3,203+118.8% |
| Admin fee / account holder | $12,187 | $3,581+240.4% | $5,332+128.6% | $4,296+183.7% |