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 | $124,840 | $85,766+45.6% | $136,294-8.4% | $70,131+78.0% |
| Participation rate | 93.2% | 74.2%+19.0pp | 81.9%+11.3pp | 69.5%+23.6pp |
| Annual return | 15.90% | 31.45%-15.6pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,392 | $2,966+14.4% | $4,695-27.8% | $2,342+44.8% |
| Participant deferral / active EE | $7,288 | $5,051+44.3% | $6,247+16.7% | $3,332+118.8% |
| Admin fee / account holder | $25,859 | $5,420+377.1% | $9,243+179.8% | $4,645+456.7% |