Filed May 3, 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 8-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 | $25,157 | $124,281-79.8% | $109,143-76.9% | $167,490-85.0% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.9%+15.4pp | 82.1%+9.2pp |
| Annual return | 16.80% | 26.04%-9.2pp | 25.75%-9.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $3,388 | $4,207-19.5% | $3,722-9.0% | $4,837-30.0% |
| Participant deferral / active EE | $6,299 | $5,255+19.9% | $4,653+35.4% | $6,341-0.7% |
| Admin fee / account holder | $1,851 | $7,970-76.8% | $6,752-72.6% | $12,309-85.0% |