Filed April 23, 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 | $122,272 | $66,764+83.1% | $88,497+38.2% | $62,891+94.4% |
| Participation rate | 96.9% | 77.3%+19.6pp | 82.4%+14.5pp | 69.3%+27.6pp |
| Annual return | 9.81% | 10.37%-0.6pp | 7.63%+2.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $17,016 | $3,077+453.0% | $4,036+321.6% | $2,281+646.0% |
| Participant deferral / active EE | $11,779 | $3,976+196.2% | $4,899+140.4% | $3,203+267.7% |
| Admin fee / account holder | $23,699 | $4,668+407.7% | $6,220+281.0% | $4,296+451.7% |