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 | $43,745 | $147,167-70.3% | $111,392-60.7% | $135,375-67.7% |
| Participation rate | 72.2% | 84.0%-11.8pp | 78.9%-6.6pp | 82.6%-10.4pp |
| Annual return | -7.72% | -4.44%-3.3pp | -2.06%-5.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,554 | $5,204-70.1% | $4,328-64.1% | $4,779-67.5% |
| Participant deferral / active EE | $3,552 | $6,565-45.9% | $5,567-36.2% | $5,609-36.7% |
| Admin fee / account holder | $2,597 | $20,270-87.2% | $12,266-78.8% | $10,827-76.0% |