Filed July 14, 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 | $205,434 | $45,152+355.0% | $73,843+178.2% | $59,632+244.5% |
| Participation rate | 97.1% | 64.0%+33.1pp | 73.4%+23.7pp | 68.7%+28.5pp |
| Annual return | -0.90% | 27.40%-28.3pp | 2267.84%-2268.7pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $12,108 | $1,902+536.7% | $2,787+334.4% | $2,203+449.7% |
| Participant deferral / active EE | $9,236 | $2,574+258.8% | $3,583+157.8% | $3,192+189.4% |
| Admin fee / account holder | $10,831 | $3,516+208.0% | $4,880+121.9% | $4,297+152.1% |