Filed January 7, 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 | $98,779 | $81,208+21.6% | $98,907-0.1% | $79,858+23.7% |
| Participation rate | 75.7% | 72.5%+3.2pp | 76.0%-0.3pp | 69.6%+6.0pp |
| Annual return | 18.16% | 60.99%-42.8pp | 196.43%-178.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $680 | $1,960-65.3% | $2,689-74.7% | $2,471-72.5% |
| Participant deferral / active EE | $3,568 | $3,265+9.3% | $4,244-15.9% | $3,740-4.6% |
| Admin fee / account holder | $12,170 | $6,013+102.4% | $6,642+83.2% | $5,306+129.4% |