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 | $102,412 | $79,944+28.1% | $98,439+4.0% | $75,163+36.3% |
| Participation rate | 74.4% | 70.4%+4.0pp | 75.2%-0.8pp | 67.2%+7.2pp |
| Annual return | 17.88% | 19.75%-1.9pp | 21.16%-3.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,263 | $2,264-44.2% | $3,048-58.5% | $2,670-52.7% |
| Participant deferral / active EE | $4,846 | $3,752+29.2% | $4,738+2.3% | $4,125+17.5% |
| Admin fee / account holder | $4,327 | $6,840-36.7% | $8,948-51.6% | $5,651-23.4% |