Filed June 12, 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 | $38,554 | $54,350-29.1% | $82,719-53.4% | $68,494-43.7% |
| Participation rate | 85.5% | 63.9%+21.6pp | 72.6%+13.0pp | 67.9%+17.6pp |
| Annual return | -16.29% | -13.67%-2.6pp | 701.18%-717.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,636 | $2,218+18.8% | $3,009-12.4% | $2,596+1.5% |
| Participant deferral / active EE | $3,301 | $3,246+1.7% | $4,395-24.9% | $4,027-18.0% |
| Admin fee / account holder | $4,933 | $4,395+12.2% | $5,329-7.4% | $5,403-8.7% |