Filed August 8, 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 | $54,338 | $138,347-60.7% | $184,203-70.5% | $80,856-32.8% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.5pp | 67.6%+29.7pp |
| Annual return | 11.57% | 20.02%-8.5pp | 28.81%-17.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,626 | $4,850-25.2% | $6,427-43.6% | $2,755+31.6% |
| Participant deferral / active EE | $4,134 | $7,071-41.5% | $9,131-54.7% | $4,296-3.8% |
| Admin fee / account holder | $1,229 | $10,483-88.3% | $13,901-91.2% | $6,918-82.2% |