Filed June 14, 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 | $70,446 | $153,772-54.2% | $133,980-47.4% | $273,961-74.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.09% | 36.51%-30.4pp | 29.30%-23.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $8,857 | $6,029+46.9% | $5,211+70.0% | $4,869+81.9% |
| Participant deferral / active EE | $4,842 | $6,958-30.4% | $6,282-22.9% | $5,287-8.4% |
| Admin fee / account holder | $2,585 | $11,765-78.0% | $9,324-72.3% | $10,132-74.5% |