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 | $165,507 | $71,883+130.2% | $86,677+90.9% | $68,494+141.6% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -12.54% | 3.52%-16.1pp | 35.91%-48.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,420 | $2,173+11.4% | $2,836-14.7% | $2,596-6.8% |
| Participant deferral / active EE | $5,847 | $3,779+54.7% | $4,656+25.6% | $4,027+45.2% |
| Admin fee / account holder | $9,758 | $6,112+59.7% | $7,493+30.2% | $5,403+80.6% |