Filed July 15, 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 | $58,404 | $109,359-46.6% | $162,163-64.0% | $72,985-20.0% |
| Participation rate | 93.9% | 84.3%+9.7pp | 87.6%+6.4pp | 69.5%+24.5pp |
| Annual return | 22.07% | 25.46%-3.4pp | 115.59%-93.5pp | 81.00%-58.9pp |
| Employer contribution / active EE | $4,697 | $3,907+20.2% | $5,614-16.3% | $2,440+92.5% |
| Participant deferral / active EE | $3,996 | $5,481-27.1% | $7,298-45.2% | $3,607+10.8% |
| Admin fee / account holder | $4,030 | $7,972-49.4% | $10,843-62.8% | $5,124-21.4% |