Filed August 29, 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 | $193,637 | $87,037+122.5% | $106,201+82.3% | $80,874+139.4% |
| Participation rate | 76.1% | 70.4%+5.6pp | 75.3%+0.8pp | 67.6%+8.4pp |
| Annual return | 11.19% | 17.05%-5.9pp | 116.26%-105.1pp | 35.62%-24.4pp |
| Employer contribution / active EE | $6,184 | $2,396+158.1% | $3,170+95.1% | $2,756+124.4% |
| Participant deferral / active EE | $7,626 | $3,986+91.3% | $5,012+52.1% | $4,297+77.5% |
| Admin fee / account holder | $26,766 | $8,434+217.4% | $11,039+142.5% | $6,935+285.9% |