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 | $185,357 | $54,705+238.8% | $71,209+160.3% | $84,808+118.6% |
| Participation rate | 95.8% | 64.1%+31.8pp | 73.8%+22.1pp | 68.3%+27.5pp |
| Annual return | 20.83% | 35.90%-15.1pp | 282.51%-261.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $3,456 | $2,158+60.2% | $2,721+27.0% | $2,631+31.4% |
| Participant deferral / active EE | $12,655 | $3,030+317.6% | $4,175+203.1% | $4,212+200.5% |
| Admin fee / account holder | $3,787 | $4,863-22.1% | $5,349-29.2% | $7,344-48.4% |