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 | $168,908 | $54,350+210.8% | $82,719+104.2% | $68,494+146.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.25% | -13.67%+0.4pp | 701.18%-714.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $11,912 | $2,218+437.1% | $3,009+295.9% | $2,596+358.8% |
| Participant deferral / active EE | $10,113 | $3,246+211.5% | $4,395+130.1% | $4,027+151.1% |
| Admin fee / account holder | $10,045 | $4,395+128.5% | $5,329+88.5% | $5,403+85.9% |