Filed January 9, 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 | $133,197 | $159,602-16.5% | $150,045-11.2% | $142,382-6.5% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 13.49% | 70.24%-56.7pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,244 | $4,961-54.8% | $4,693-52.2% | $4,299-47.8% |
| Participant deferral / active EE | $5,833 | $8,310-29.8% | $7,997-27.1% | $6,507-10.4% |
| Admin fee / account holder | $1,488 | $14,846-90.0% | $13,435-88.9% | $12,624-88.2% |