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 | $94,502 | $64,307+47.0% | $57,343+64.8% | $125,391-24.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 83.2%-8.2pp |
| Annual return | 2.02% | 25.12%-23.1pp | 24.39%-22.4pp | 282.22%-280.2pp |
| Employer contribution / active EE | $1,130 | $3,193-64.6% | $2,689-58.0% | $4,866-76.8% |
| Participant deferral / active EE | $6,900 | $3,848+79.3% | $3,162+118.2% | $5,352+28.9% |
| Admin fee / account holder | $86,690 | $5,242+1553.8% | $3,356+2483.4% | $9,540+808.7% |