Filed May 9, 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 | $34,414 | $44,873-23.3% | $79,464-56.7% | $56,287-38.9% |
| Participation rate | 76.6% | 68.7%+7.9pp | 73.3%+3.3pp | 69.9%+6.8pp |
| Annual return | 9.02% | 0.81%+8.2pp | 718.14%-709.1pp | -9.96%+19.0pp |
| Employer contribution / active EE | $1,516 | $2,140-29.1% | $2,800-45.8% | $2,111-28.2% |
| Participant deferral / active EE | $2,005 | $2,746-27.0% | $3,704-45.9% | $3,350-40.2% |
| Admin fee / account holder | $5,929 | $418+1316.9% | $5,113+16.0% | $521+1038.1% |