Filed September 4, 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 | $76,569 | $65,365+17.1% | $92,893-17.6% | $72,985+4.9% |
| Participation rate | 96.9% | 68.3%+28.6pp | 76.0%+20.9pp | 69.5%+27.4pp |
| Annual return | 22.36% | 42.10%-19.7pp | 109.41%-87.1pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,476 | $2,594-43.1% | $3,653-59.6% | $2,440-39.5% |
| Participant deferral / active EE | $5,493 | $3,128+75.6% | $4,236+29.7% | $3,607+52.3% |
| Admin fee / account holder | $1,471 | $4,251-65.4% | $5,794-74.6% | $5,124-71.3% |