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 | $90,847 | $96,635-6.0% | $86,612+4.9% | $139,434-34.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.77% | 106.41%-87.6pp | 591.07%-572.3pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,349 | $3,263-58.7% | $3,022-55.4% | $4,751-71.6% |
| Participant deferral / active EE | $7,924 | $4,836+63.9% | $4,438+78.6% | $6,710+18.1% |
| Admin fee / account holder | $3,994 | $6,408-37.7% | $5,614-28.9% | $11,403-65.0% |