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 | $123,709 | $75,963+62.9% | $97,995+26.2% | $70,131+76.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 22.39% | 19.26%+3.1pp | 23.94%-1.5pp | 73.14%-50.7pp |
| Employer contribution / active EE | $17,974 | $3,278+448.3% | $4,158+332.2% | $2,342+667.3% |
| Participant deferral / active EE | $10,818 | $4,053+166.9% | $5,097+112.2% | $3,332+224.7% |
| Admin fee / account holder | $17,407 | $5,407+221.9% | $5,943+192.9% | $4,645+274.7% |