Filed January 17, 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 | $137,436 | $78,705+74.6% | $117,854+16.6% | $70,131+96.0% |
| Participation rate | 95.1% | 73.2%+21.9pp | 79.7%+15.5pp | 69.5%+25.6pp |
| Annual return | 20.16% | 23.30%-3.1pp | 335.08%-314.9pp | 73.14%-53.0pp |
| Employer contribution / active EE | $4,720 | $2,223+112.3% | $3,786+24.7% | $2,342+101.5% |
| Participant deferral / active EE | $6,229 | $3,297+88.9% | $4,482+39.0% | $3,332+87.0% |
| Admin fee / account holder | $4,365 | $5,065-13.8% | $8,020-45.6% | $4,645-6.0% |