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.
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 | $141,435 | $72,492+95.1% | $87,100+62.4% | $72,985+93.8% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.9%+6.5pp | 69.5%+13.8pp |
| Annual return | 20.00% | 24.46%-4.5pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,649 | $1,894+39.8% | $2,521+5.0% | $2,440+8.6% |
| Participant deferral / active EE | $5,618 | $3,270+71.8% | $4,049+38.8% | $3,607+55.7% |
| Admin fee / account holder | $18,707 | $5,055+270.1% | $7,497+149.5% | $5,124+265.1% |