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 | $96,542 | $138,347-30.2% | $184,203-47.6% | $80,856+19.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.36% | 20.02%-5.7pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,227 | $4,850-54.1% | $6,427-65.4% | $2,755-19.2% |
| Participant deferral / active EE | $5,313 | $7,071-24.9% | $9,131-41.8% | $4,296+23.7% |
| Admin fee / account holder | $17,486 | $10,483+66.8% | $13,901+25.8% | $6,918+152.8% |