Filed July 2, 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 | $43,900 | $110,094-60.1% | $151,611-71.0% | $68,494-35.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -11.53% | -10.12%-1.4pp | 3.33%-14.9pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,605 | $4,471-64.1% | $6,166-74.0% | $2,596-38.2% |
| Participant deferral / active EE | $3,079 | $6,527-52.8% | $8,363-63.2% | $4,027-23.5% |
| Admin fee / account holder | $1,281 | $7,719-83.4% | $11,616-89.0% | $5,403-76.3% |