Filed September 4, 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 | $39,287 | $132,239-70.3% | $105,722-62.8% | $273,961-85.7% |
| Participation rate | 84.6% | 83.2%+1.4pp | 78.9%+5.7pp | 83.0%+1.6pp |
| Annual return | 3.55% | 10.07%-6.5pp | 12.25%-8.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $2,569 | $4,867-47.2% | $4,079-37.0% | $4,869-47.2% |
| Participant deferral / active EE | $4,282 | $6,233-31.3% | $5,326-19.6% | $5,287-19.0% |
| Admin fee / account holder | $11,755 | $12,032-2.3% | $8,308+41.5% | $10,132+16.0% |