Filed April 8, 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 | $127,361 | $76,552+66.4% | $123,892+2.8% | $62,891+102.5% |
| Participation rate | 88.1% | 73.0%+15.1pp | 81.4%+6.7pp | 69.3%+18.8pp |
| Annual return | 6.08% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,875 | $2,883+34.4% | $4,617-16.1% | $2,281+69.9% |
| Participant deferral / active EE | $8,343 | $4,840+72.4% | $5,984+39.4% | $3,203+160.5% |
| Admin fee / account holder | $20,815 | $4,826+331.3% | $8,357+149.1% | $4,296+384.6% |