Filed January 4, 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 | $230,482 | $209,336+10.1% | $197,124+16.9% | $137,256+67.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.71% | 48.09%-35.4pp | 44.34%-31.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $6,232 | $6,591-5.4% | $6,227+0.1% | $4,156+50.0% |
| Participant deferral / active EE | $10,425 | $9,614+8.4% | $9,135+14.1% | $6,407+62.7% |
| Admin fee / account holder | $557 | $17,308-96.8% | $16,298-96.6% | $12,270-95.5% |