Filed January 25, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $241,172 | $72,492+232.7% | $87,100+176.9% | $72,985+230.4% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.9%+21.0pp | 69.5%+28.3pp |
| Annual return | 20.60% | 24.46%-3.9pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $13,043 | $1,894+588.7% | $2,521+417.3% | $2,440+434.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $23,244 | $5,055+359.8% | $7,497+210.1% | $5,124+353.6% |