Filed April 25, 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 | $34,964 | $54,705-36.1% | $71,209-50.9% | $84,808-58.8% |
| Participation rate | 72.7% | 64.1%+8.7pp | 73.8%-1.0pp | 68.3%+4.4pp |
| Annual return | 19.86% | 35.90%-16.0pp | 282.51%-262.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,239 | $2,158-42.6% | $2,721-54.5% | $2,631-52.9% |
| Participant deferral / active EE | $2,342 | $3,030-22.7% | $4,175-43.9% | $4,212-44.4% |
| Admin fee / account holder | $5,889 | $4,863+21.1% | $5,349+10.1% | $7,344-19.8% |