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 | $55,975 | $52,279+7.1% | $89,391-37.4% | $79,858-29.9% |
| Participation rate | 81.8% | 57.5%+24.3pp | 68.0%+13.8pp | 69.6%+12.2pp |
| Annual return | 12.44% | 22.16%-9.7pp | 245.62%-233.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $397 | $1,572-74.7% | $2,586-84.6% | $2,471-83.9% |
| Participant deferral / active EE | $2,677 | $2,740-2.3% | $3,890-31.2% | $3,740-28.4% |
| Admin fee / account holder | $2,618 | $3,356-22.0% | $4,881-46.4% | $5,306-50.7% |