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 | $158,273 | $83,477+89.6% | $125,175+26.4% | $72,985+116.9% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.7pp | 69.5%+25.0pp |
| Annual return | 23.44% | 25.78%-2.3pp | 43.79%-20.3pp | 81.00%-57.6pp |
| Employer contribution / active EE | $5,947 | $2,345+153.6% | $3,865+53.9% | $2,440+143.8% |
| Participant deferral / active EE | $8,413 | $3,585+134.7% | $4,937+70.4% | $3,607+133.2% |
| Admin fee / account holder | $6,951 | $5,517+26.0% | $9,702-28.4% | $5,124+35.6% |