Filed April 16, 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 | $162,019 | $64,707+150.4% | $112,228+44.4% | $68,494+136.5% |
| Participation rate | 96.9% | 67.2%+29.7pp | 75.1%+21.8pp | 67.9%+29.0pp |
| Annual return | -12.44% | -11.40%-1.0pp | 27.45%-39.9pp | -7.84%-4.6pp |
| Employer contribution / active EE | $3,199 | $2,746+16.5% | $3,635-12.0% | $2,596+23.2% |
| Participant deferral / active EE | $6,275 | $3,565+76.0% | $4,728+32.7% | $4,027+55.8% |
| Admin fee / account holder | $10,642 | $5,232+103.4% | $6,410+66.0% | $5,403+97.0% |