Filed March 21, 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 | $81,383 | $80,968+0.5% | $96,544-15.7% | $75,163+8.3% |
| Participation rate | 75.6% | 71.8%+3.8pp | 76.0%-0.4pp | 67.2%+8.4pp |
| Annual return | 15.78% | 27.06%-11.3pp | 25.84%-10.1pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,594 | $2,282-30.2% | $2,965-46.3% | $2,670-40.3% |
| Participant deferral / active EE | $4,073 | $3,928+3.7% | $4,851-16.0% | $4,125-1.3% |
| Admin fee / account holder | $6,369 | $6,724-5.3% | $8,252-22.8% | $5,651+12.7% |