Filed September 5, 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 | $85,046 | $73,867+15.1% | $143,757-40.8% | $68,494+24.2% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -13.29% | 1.01%-14.3pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $3,493 | $3,184+9.7% | $4,951-29.4% | $2,596+34.5% |
| Participant deferral / active EE | $7,241 | $3,384+113.9% | $5,637+28.4% | $4,027+79.8% |
| Admin fee / account holder | $5,804 | $5,755+0.9% | $14,673-60.4% | $5,403+7.4% |