Filed May 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 | $125,762 | $53,162+136.6% | $91,220+37.9% | $68,494+83.6% |
| Participation rate | 88.5% | 63.2%+25.3pp | 73.2%+15.3pp | 67.9%+20.6pp |
| Annual return | -13.77% | -3.14%-10.6pp | 114.01%-127.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,438 | $1,709+42.6% | $2,850-14.5% | $2,596-6.1% |
| Participant deferral / active EE | $4,080 | $2,974+37.2% | $4,234-3.6% | $4,027+1.3% |
| Admin fee / account holder | $3,727 | $4,493-17.1% | $5,420-31.2% | $5,403-31.0% |