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 | $71,179 | $71,883-1.0% | $86,677-17.9% | $68,494+3.9% |
| Participation rate | 94.7% | 72.2%+22.5pp | 76.6%+18.2pp | 67.9%+26.8pp |
| Annual return | -15.49% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,678 | $2,173+23.3% | $2,836-5.6% | $2,596+3.2% |
| Participant deferral / active EE | $3,474 | $3,779-8.1% | $4,656-25.4% | $4,027-13.7% |
| Admin fee / account holder | $1,957 | $6,112-68.0% | $7,493-73.9% | $5,403-63.8% |