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 | $164,777 | $99,016+66.4% | $93,789+75.7% | $66,914+146.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 81.0%+19.0pp | 69.8%+30.2pp |
| Annual return | -14.52% | -14.59%+0.1pp | -11.33%-3.2pp | 1.58%-16.1pp |
| Employer contribution / active EE | $19,254 | $4,769+303.7% | $4,323+345.4% | $2,544+656.8% |
| Participant deferral / active EE | $13,594 | $6,689+103.2% | $6,094+123.1% | $4,237+220.9% |
| Admin fee / account holder | $10,085 | $477+2012.5% | $7,195+40.2% | $593+1600.0% |