Filed June 24, 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 | $46,911 | $86,929-46.0% | $102,423-54.2% | $80,856-42.0% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 12.97% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,268 | $2,369-46.5% | $3,023-58.1% | $2,755-54.0% |
| Participant deferral / active EE | $6,510 | $4,118+58.1% | $5,053+28.8% | $4,296+51.5% |
| Admin fee / account holder | $2,368 | $8,049-70.6% | $9,451-74.9% | $6,918-65.8% |