Filed October 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 | $58,468 | $76,401-23.5% | $106,387-45.0% | $64,186-8.9% |
| Participation rate | 91.7% | 73.5%+18.1pp | 77.5%+14.2pp | 69.6%+22.1pp |
| Annual return | -6.74% | -2.19%-4.5pp | 0.25%-7.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,264 | $2,680-15.5% | $3,520-35.7% | $2,381-4.9% |
| Participant deferral / active EE | $1,933 | $4,274-54.8% | $5,421-64.3% | $3,470-44.3% |
| Admin fee / account holder | $4,481 | $4,610-2.8% | $7,510-40.3% | $4,888-8.3% |