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 | $75,117 | $72,277+3.9% | $101,248-25.8% | $79,858-5.9% |
| Participation rate | 95.6% | 68.5%+27.1pp | 75.8%+19.8pp | 69.6%+26.0pp |
| Annual return | 14.04% | 22.30%-8.3pp | 46.47%-32.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,640 | $2,692-39.1% | $3,660-55.2% | $2,471-33.6% |
| Participant deferral / active EE | $4,772 | $3,282+45.4% | $4,370+9.2% | $3,740+27.6% |
| Admin fee / account holder | $7,214 | $4,400+63.9% | $5,945+21.3% | $5,306+35.9% |