Filed August 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 | $50,278 | $41,377+21.5% | $109,313-54.0% | $62,891-20.1% |
| Participation rate | 82.9% | 57.5%+25.4pp | 71.3%+11.7pp | 69.3%+13.6pp |
| Annual return | 5.73% | 11.05%-5.3pp | 22.07%-16.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $976 | $1,276-23.5% | $3,892-74.9% | $2,281-57.2% |
| Participant deferral / active EE | $2,717 | $2,045+32.8% | $3,166-14.2% | $3,203-15.2% |
| Admin fee / account holder | $1,054 | $2,884-63.4% | $5,666-81.4% | $4,296-75.5% |