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 | $51,643 | $58,208-11.3% | $81,812-36.9% | $80,856-36.1% |
| Participation rate | 92.8% | 63.4%+29.4pp | 72.3%+20.4pp | 67.6%+25.1pp |
| Annual return | 17.01% | 41.66%-24.7pp | 773.79%-756.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,661 | $2,340+13.7% | $2,912-8.6% | $2,755-3.4% |
| Participant deferral / active EE | $2,759 | $3,281-15.9% | $4,319-36.1% | $4,296-35.8% |
| Admin fee / account holder | $1,279 | $4,981-74.3% | $7,386-82.7% | $6,918-81.5% |