Filed May 10, 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 | $85,039 | $43,327+96.3% | $59,878+42.0% | $64,186+32.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.90% | -1.55%-2.4pp | 3.46%-7.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,974 | $2,028+46.6% | $2,722+9.3% | $2,381+24.9% |
| Participant deferral / active EE | $2,862 | $2,546+12.4% | $3,402-15.9% | $3,470-17.5% |
| Admin fee / account holder | $4,363 | $3,005+45.2% | $3,590+21.5% | $4,888-10.7% |