Filed February 14, 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 | $78,075 | $50,898+53.4% | $171,082-54.4% | $55,167+41.5% |
| Participation rate | 94.3% | 63.3%+31.1pp | 76.7%+17.6pp | 69.0%+25.4pp |
| Annual return | 8.42% | 15.34%-6.9pp | 32.56%-24.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $2,011 | $1,433+40.3% | $4,002-49.7% | $1,963+2.5% |
| Participant deferral / active EE | $7,197 | $2,994+140.4% | $4,797+50.0% | $3,054+135.7% |
| Admin fee / account holder | $2,822 | $500+465.0% | $8,520-66.9% | $504+460.0% |