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 | $71,120 | $123,793-42.5% | $177,821-60.0% | $79,858-10.9% |
| Participation rate | 97.0% | 84.7%+12.3pp | 87.7%+9.2pp | 69.6%+27.3pp |
| Annual return | 17.17% | 22.82%-5.6pp | 48.32%-31.1pp | 31.71%-14.5pp |
| Employer contribution / active EE | $3,859 | $4,095-5.8% | $5,918-34.8% | $2,471+56.2% |
| Participant deferral / active EE | $4,328 | $5,956-27.3% | $7,714-43.9% | $3,740+15.7% |
| Admin fee / account holder | $3,733 | $7,243-48.5% | $12,427-70.0% | $5,306-29.7% |