Filed September 6, 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 | $41,693 | $42,383-1.6% | $76,523-45.5% | $64,186-35.0% |
| Participation rate | 84.5% | 58.1%+26.4pp | 68.0%+16.5pp | 69.6%+15.0pp |
| Annual return | -6.42% | -16.54%+10.1pp | -0.27%-6.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $329 | $1,563-79.0% | $2,647-87.6% | $2,381-86.2% |
| Participant deferral / active EE | $2,218 | $2,566-13.6% | $3,835-42.2% | $3,470-36.1% |
| Admin fee / account holder | $481 | $3,198-84.9% | $4,848-90.1% | $4,888-90.2% |