Filed January 1, 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 | $85,206 | $53,516+59.2% | $126,539-32.7% | $84,808+0.5% |
| Participation rate | 77.4% | 58.2%+19.2pp | 69.8%+7.6pp | 68.3%+9.1pp |
| Annual return | 18.45% | 58.34%-39.9pp | 425.95%-407.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,611 | $1,535+265.6% | $3,674+52.7% | $2,631+113.3% |
| Participant deferral / active EE | $8,513 | $2,671+218.8% | $4,083+108.5% | $4,212+102.1% |
| Admin fee / account holder | $34,701 | $4,497+671.7% | $6,065+472.2% | $7,344+372.5% |