Filed June 10, 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 | $18,323 | $99,341-81.6% | $84,750-78.4% | $273,961-93.3% |
| Participation rate | 87.0% | 80.7%+6.3pp | 76.6%+10.4pp | 83.0%+3.9pp |
| Annual return | 4.02% | 22.93%-18.9pp | 22.78%-18.8pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,533 | $4,214-63.6% | $3,574-57.1% | $4,869-68.5% |
| Participant deferral / active EE | $2,617 | $4,269-38.7% | $3,712-29.5% | $5,287-50.5% |
| Admin fee / account holder | $1,352 | $6,644-79.6% | $5,332-74.6% | $10,132-86.7% |