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 | $105,374 | $138,347-23.8% | $184,203-42.8% | $80,856+30.3% |
| Participation rate | 93.5% | 83.9%+9.7pp | 86.8%+6.7pp | 67.6%+25.9pp |
| Annual return | 12.86% | 20.02%-7.2pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,667 | $4,850-45.0% | $6,427-58.5% | $2,755-3.2% |
| Participant deferral / active EE | $4,992 | $7,071-29.4% | $9,131-45.3% | $4,296+16.2% |
| Admin fee / account holder | $11,620 | $10,483+10.8% | $13,901-16.4% | $6,918+68.0% |