Filed April 25, 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 | $118,835 | $45,035+163.9% | $62,995+88.6% | $70,131+69.4% |
| Participation rate | 92.0% | 69.5%+22.5pp | 74.8%+17.2pp | 69.5%+22.5pp |
| Annual return | 22.86% | 18.76%+4.1pp | 87.57%-64.7pp | 73.14%-50.3pp |
| Employer contribution / active EE | $4,795 | $2,051+133.8% | $2,759+73.8% | $2,342+104.7% |
| Participant deferral / active EE | $3,646 | $2,465+47.9% | $3,329+9.5% | $3,332+9.4% |
| Admin fee / account holder | $6,646 | $2,834+134.5% | $3,600+84.6% | $4,645+43.1% |