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 | $141,309 | $57,281+146.7% | $86,612+63.2% | $75,163+88.0% |
| Participation rate | 94.1% | 63.2%+30.9pp | 71.7%+22.4pp | 67.2%+26.9pp |
| Annual return | 15.14% | 2670.75%-2655.6pp | 591.07%-575.9pp | 160.62%-145.5pp |
| Employer contribution / active EE | $3,415 | $2,314+47.5% | $3,022+13.0% | $2,670+27.9% |
| Participant deferral / active EE | $12,318 | $3,318+271.3% | $4,438+177.6% | $4,125+198.6% |
| Admin fee / account holder | $6,885 | $4,112+67.5% | $5,614+22.6% | $5,651+21.8% |