Filed July 1, 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 | $117,346 | $48,076+144.1% | $78,689+49.1% | $62,891+86.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 91.88% | 31.35%+60.5pp | 62.18%+29.7pp | 20.14%+71.7pp |
| Employer contribution / active EE | $9,208 | $2,015+357.0% | $2,851+223.0% | $2,281+303.7% |
| Participant deferral / active EE | $5,067 | $2,588+95.8% | $3,517+44.1% | $3,203+58.2% |
| Admin fee / account holder | $4,554 | $3,207+42.0% | $4,510+1.0% | $4,296+6.0% |