Filed May 31, 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 | $131,509 | $66,402+98.1% | $109,895+19.7% | $85,850+53.2% |
| Participation rate | 89.1% | 63.9%+25.2pp | 74.2%+14.9pp | 69.3%+19.8pp |
| Annual return | 24.15% | 19.59%+4.6pp | 29.45%-5.3pp | 318.53%-294.4pp |
| Employer contribution / active EE | $1,868 | $1,687+10.7% | $2,842-34.3% | $2,565-27.2% |
| Participant deferral / active EE | $3,491 | $2,842+22.8% | $4,048-13.7% | $3,952-11.6% |
| Admin fee / account holder | $19,706 | $4,557+332.4% | $6,066+224.9% | $6,260+214.8% |