Filed April 8, 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 | $60,469 | $48,076+25.8% | $78,689-23.2% | $62,891-3.9% |
| Participation rate | 89.8% | 65.2%+24.6pp | 73.6%+16.3pp | 69.3%+20.5pp |
| Annual return | 7.50% | 31.35%-23.9pp | 62.18%-54.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,274 | $2,015-36.8% | $2,851-55.3% | $2,281-44.1% |
| Participant deferral / active EE | $4,671 | $2,588+80.5% | $3,517+32.8% | $3,203+45.8% |
| Admin fee / account holder | $5,145 | $3,207+60.4% | $4,510+14.1% | $4,296+19.8% |