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 | $197,563 | $86,286+129.0% | $111,297+77.5% | $85,850+130.1% |
| Participation rate | 85.1% | 73.3%+11.8pp | 77.3%+7.8pp | 69.3%+15.8pp |
| Annual return | 21.49% | 19.99%+1.5pp | 54.65%-33.2pp | 318.53%-297.0pp |
| Employer contribution / active EE | $2,383 | $2,043+16.6% | $2,731-12.7% | $2,565-7.1% |
| Participant deferral / active EE | $5,589 | $3,641+53.5% | $4,487+24.6% | $3,952+41.4% |
| Admin fee / account holder | $8,199 | $8,188+0.1% | $7,964+3.0% | $6,260+31.0% |