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 | $24,714 | $64,707-61.8% | $112,228-78.0% | $68,494-63.9% |
| Participation rate | 93.3% | 67.2%+26.2pp | 75.1%+18.3pp | 67.9%+25.4pp |
| Annual return | -18.46% | -11.40%-7.1pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,435 | $2,746+25.1% | $3,635-5.5% | $2,596+32.3% |
| Participant deferral / active EE | $6,540 | $3,565+83.5% | $4,728+38.3% | $4,027+62.4% |
| Admin fee / account holder | $433 | $5,232-91.7% | $6,410-93.2% | $5,403-92.0% |