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 | $145,575 | $196,842-26.0% | $112,977+28.9% | - |
| Participation rate | 99.0% | 71.6%+27.4pp | 82.6%+16.4pp | - |
| Annual return | 18.03% | 11.43%+6.6pp | 24.24%-6.2pp | - |
| Employer contribution / active EE | $16,234 | $2,386+580.5% | $4,255+281.6% | - |
| Participant deferral / active EE | $11,614 | $3,828+203.4% | $5,836+99.0% | - |
| Admin fee / account holder | $9,791 | $15,940-38.6% | $6,294+55.6% | - |