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 | $75,973 | $110,094-31.0% | $151,611-49.9% | $68,494+10.9% |
| Participation rate | 97.1% | 84.0%+13.1pp | 87.5%+9.6pp | 67.9%+29.2pp |
| Annual return | -16.38% | -10.12%-6.3pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $4,220 | $4,471-5.6% | $6,166-31.6% | $2,596+62.5% |
| Participant deferral / active EE | $4,787 | $6,527-26.7% | $8,363-42.8% | $4,027+18.9% |
| Admin fee / account holder | $1,521 | $7,719-80.3% | $11,616-86.9% | $5,403-71.8% |