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 | $113,069 | $71,480+58.2% | $90,782+24.6% | $64,186+76.2% |
| Participation rate | 98.5% | 77.6%+21.0pp | 82.7%+15.9pp | 69.6%+29.0pp |
| Annual return | -4.62% | -4.25%-0.4pp | -3.42%-1.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $14,693 | $3,415+330.3% | $4,105+257.9% | $2,381+517.2% |
| Participant deferral / active EE | $9,790 | $4,302+127.6% | $5,366+82.4% | $3,470+182.2% |
| Admin fee / account holder | $42,516 | $6,309+573.9% | $5,908+619.7% | $4,888+769.8% |