Filed September 2, 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 6-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 | $158,728 | $177,572-10.6% | $154,803+2.5% | $142,382+11.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 17.31% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $9,333 | $4,810+94.0% | $4,305+116.8% | $4,299+117.1% |
| Participant deferral / active EE | $6,391 | $6,272+1.9% | $5,540+15.3% | $6,507-1.8% |
| Admin fee / account holder | $1,650 | $16,786-90.2% | $14,329-88.5% | $12,624-86.9% |