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 | $93,983 | $125,758-25.3% | $169,993-44.7% | $75,163+25.0% |
| Participation rate | 93.5% | 83.6%+10.0pp | 87.0%+6.5pp | 67.2%+26.4pp |
| Annual return | 17.20% | 27.20%-10.0pp | 53.37%-36.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $5,183 | $4,615+12.3% | $6,785-23.6% | $2,670+94.1% |
| Participant deferral / active EE | $5,456 | $6,837-20.2% | $10,408-47.6% | $4,125+32.3% |
| Admin fee / account holder | $903 | $8,173-89.0% | $12,815-93.0% | $5,651-84.0% |