Filed August 31, 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 | $74,249 | $78,422-5.3% | $95,952-22.6% | $79,858-7.0% |
| Participation rate | 94.0% | 73.5%+20.5pp | 77.1%+16.9pp | 69.6%+24.4pp |
| Annual return | 15.18% | 19.37%-4.2pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $3,159 | $1,945+62.4% | $2,541+24.3% | $2,471+27.8% |
| Participant deferral / active EE | $3,693 | $3,440+7.4% | $4,167-11.4% | $3,740-1.2% |
| Admin fee / account holder | $2,467 | $5,622-56.1% | $6,795-63.7% | $5,306-53.5% |