Filed April 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 | $89,870 | $76,552+17.4% | $123,892-27.5% | $62,891+42.9% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 64.42% | 18.68%+45.7pp | 47.52%+16.9pp | 20.14%+44.3pp |
| Employer contribution / active EE | $1,660 | $2,883-42.4% | $4,617-64.0% | $2,281-27.2% |
| Participant deferral / active EE | $4,881 | $4,840+0.9% | $5,984-18.4% | $3,203+52.4% |
| Admin fee / account holder | $2,824 | $4,826-41.5% | $8,357-66.2% | $4,296-34.3% |