Filed October 8, 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 | $115,030 | $77,634+48.2% | $156,549-26.5% | $62,891+82.9% |
| Participation rate | 95.2% | 71.2%+24.0pp | 84.0%+11.2pp | 69.3%+25.9pp |
| Annual return | 7.03% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $10,871 | $3,444+215.7% | $5,501+97.6% | $2,281+376.6% |
| Participant deferral / active EE | $11,065 | $3,045+263.3% | $4,871+127.2% | $3,203+245.5% |
| Admin fee / account holder | $7,586 | $5,561+36.4% | $13,027-41.8% | $4,296+76.6% |