Filed August 31, 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 | $126,852 | $153,772-17.5% | $133,980-5.3% | $273,961-53.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 7.16% | 36.51%-29.4pp | 29.30%-22.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $5,397 | $6,029-10.5% | $5,211+3.6% | $4,869+10.8% |
| Participant deferral / active EE | $17,751 | $6,958+155.1% | $6,282+182.6% | $5,287+235.7% |
| Admin fee / account holder | $22,725 | $11,765+93.2% | $9,324+143.7% | $10,132+124.3% |