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 | $130,693 | $72,404+80.5% | $110,238+18.6% | $64,186+103.6% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | -5.74% | -6.29%+0.5pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $5,305 | $2,282+132.5% | $3,826+38.6% | $2,381+122.8% |
| Participant deferral / active EE | $6,995 | $3,469+101.6% | $4,672+49.7% | $3,470+101.6% |
| Admin fee / account holder | $1,111 | $5,664-80.4% | $8,547-87.0% | $4,888-77.3% |