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 | $37,887 | $73,933-48.8% | $96,683-60.8% | $75,163-49.6% |
| Participation rate | 93.1% | 66.4%+26.7pp | 74.3%+18.8pp | 67.2%+25.9pp |
| Annual return | 18.27% | 26.70%-8.4pp | 35.69%-17.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,987 | $2,928+36.2% | $3,737+6.7% | $2,670+49.3% |
| Participant deferral / active EE | $7,664 | $3,659+109.5% | $4,878+57.1% | $4,125+85.8% |
| Admin fee / account holder | $1,292 | $5,216-75.2% | $6,730-80.8% | $5,651-77.1% |