Filed April 30, 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 | $87,377 | $110,094-20.6% | $151,611-42.4% | $68,494+27.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.06% | -10.12%-5.9pp | 3.33%-19.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,956 | $4,471-56.2% | $6,166-68.3% | $2,596-24.6% |
| Participant deferral / active EE | $5,868 | $6,527-10.1% | $8,363-29.8% | $4,027+45.7% |
| Admin fee / account holder | $22,168 | $7,719+187.2% | $11,616+90.8% | $5,403+310.3% |