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 | $104,570 | $77,813+34.4% | $123,544-15.4% | $64,186+62.9% |
| Participation rate | 91.4% | 74.7%+16.7pp | 82.3%+9.1pp | 69.6%+21.9pp |
| Annual return | -3.34% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $3,212 | $3,014+6.6% | $4,628-30.6% | $2,381+34.9% |
| Participant deferral / active EE | $6,851 | $5,240+30.8% | $6,426+6.6% | $3,470+97.5% |
| Admin fee / account holder | $29,340 | $5,519+431.6% | $9,284+216.0% | $4,888+500.2% |