Filed April 7, 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 | $147,055 | $99,020+48.5% | $86,590+69.8% | $147,584-0.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.80% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.8pp |
| Employer contribution / active EE | $15,053 | $3,132+380.6% | $2,839+430.2% | $4,876+208.7% |
| Participant deferral / active EE | $11,168 | $3,972+181.2% | $3,609+209.5% | $5,439+105.3% |
| Admin fee / account holder | $2,738 | $5,710-52.0% | $4,906-44.2% | $10,885-74.8% |