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 | $196,269 | $95,803+104.9% | $113,168+73.4% | $84,808+131.4% |
| Participation rate | 91.5% | 72.9%+18.6pp | 76.6%+14.9pp | 68.3%+23.2pp |
| Annual return | 15.71% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,413 | $2,360+44.6% | $2,975+14.7% | $2,631+29.7% |
| Participant deferral / active EE | $7,433 | $4,242+75.2% | $5,107+45.6% | $4,212+76.5% |
| Admin fee / account holder | $2,969 | $8,989-67.0% | $12,068-75.4% | $7,344-59.6% |