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 | $96,810 | $137,414-29.5% | $189,513-48.9% | $85,850+12.8% |
| Participation rate | 93.3% | 84.6%+8.7pp | 87.8%+5.5pp | 69.3%+24.0pp |
| Annual return | 15.03% | 38.14%-23.1pp | 555.15%-540.1pp | 318.53%-303.5pp |
| Employer contribution / active EE | $3,511 | $4,344-19.2% | $6,162-43.0% | $2,565+36.9% |
| Participant deferral / active EE | $5,068 | $6,260-19.0% | $8,221-38.4% | $3,952+28.2% |
| Admin fee / account holder | $4,870 | $8,630-43.6% | $12,045-59.6% | $6,260-22.2% |