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 | $92,659 | $86,929+6.6% | $102,423-9.5% | $80,856+14.6% |
| Participation rate | 78.3% | 72.4%+5.9pp | 76.5%+1.8pp | 67.6%+10.7pp |
| Annual return | 14.09% | 18.88%-4.8pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,884 | $2,369-20.5% | $3,023-37.7% | $2,755-31.6% |
| Participant deferral / active EE | $4,699 | $4,118+14.1% | $5,053-7.0% | $4,296+9.4% |
| Admin fee / account holder | $5,530 | $8,049-31.3% | $9,451-41.5% | $6,918-20.1% |