Filed April 10, 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 | $133,989 | $54,350+146.5% | $82,719+62.0% | $68,494+95.6% |
| Participation rate | 89.1% | 63.9%+25.2pp | 72.6%+16.6pp | 67.9%+21.2pp |
| Annual return | -13.08% | -13.67%+0.6pp | 701.18%-714.3pp | -7.84%-5.2pp |
| Employer contribution / active EE | $3,440 | $2,218+55.1% | $3,009+14.3% | $2,596+32.5% |
| Participant deferral / active EE | $12,756 | $3,246+293.0% | $4,395+190.2% | $4,027+216.7% |
| Admin fee / account holder | $15,969 | $4,395+263.3% | $5,329+199.7% | $5,403+195.6% |