Filed August 6, 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 | $38,610 | $90,503-57.3% | $78,689-50.9% | $273,961-85.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.29% | 75.60%-66.3pp | 62.18%-52.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,757 | $3,176-13.2% | $2,851-3.3% | $4,869-43.4% |
| Participant deferral / active EE | $2,268 | $3,901-41.9% | $3,517-35.5% | $5,287-57.1% |
| Admin fee / account holder | $28,707 | $5,263+445.4% | $4,510+536.5% | $10,132+183.3% |