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 | $102,267 | $87,733+16.6% | $106,548-4.0% | $85,850+19.1% |
| Participation rate | 85.7% | 71.9%+13.8pp | 76.1%+9.6pp | 69.3%+16.4pp |
| Annual return | 13.83% | 21.86%-8.0pp | 26.80%-13.0pp | 318.53%-304.7pp |
| Employer contribution / active EE | $747 | $2,073-64.0% | $2,819-73.5% | $2,565-70.9% |
| Participant deferral / active EE | $4,557 | $3,469+31.4% | $4,398+3.6% | $3,952+15.3% |
| Admin fee / account holder | $5,956 | $6,767-12.0% | $7,407-19.6% | $6,260-4.9% |