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 | $94,858 | $210,408-54.9% | $153,485-38.2% | $145,922-35.0% |
| Participation rate | 77.8% | 82.1%-4.3pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 50.00% | 13.37%+36.6pp | 15.65%+34.4pp | 561.29%-511.3pp |
| Employer contribution / active EE | $2,383 | $6,048-60.6% | $5,039-52.7% | $4,660-48.9% |
| Participant deferral / active EE | $4,609 | $7,975-42.2% | $6,757-31.8% | $6,688-31.1% |
| Admin fee / account holder | $2,165 | $19,419-88.8% | $12,724-83.0% | $13,397-83.8% |