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 | $190,842 | $81,460+134.3% | $103,333+84.7% | $80,856+136.0% |
| Participation rate | 94.4% | 66.8%+27.6pp | 74.5%+19.9pp | 67.6%+26.8pp |
| Annual return | 11.36% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,059 | $3,105-1.5% | $3,868-20.9% | $2,755+11.0% |
| Participant deferral / active EE | $5,356 | $3,869+38.4% | $5,057+5.9% | $4,296+24.7% |
| Admin fee / account holder | $5,681 | $6,566-13.5% | $8,355-32.0% | $6,918-17.9% |