Filed January 29, 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 | $56,193 | $94,529-40.6% | $140,016-59.9% | $64,186-12.5% |
| Participation rate | 82.9% | 84.1%-1.2pp | 87.5%-4.6pp | 69.6%+13.3pp |
| Annual return | -0.91% | 7.77%-8.7pp | 651.12%-652.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $3,132 | $3,812-17.8% | $5,606-44.1% | $2,381+31.6% |
| Participant deferral / active EE | $2,721 | $5,250-48.2% | $6,927-60.7% | $3,470-21.6% |
| Admin fee / account holder | $6,564 | $6,741-2.6% | $10,705-38.7% | $4,888+34.3% |