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 | $87,238 | $87,013+0.3% | $106,213-17.9% | $80,856+7.9% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.3%+17.0pp | 67.6%+24.7pp |
| Annual return | 14.05% | 17.05%-3.0pp | 116.14%-102.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,316 | $2,395-45.1% | $3,171-58.5% | $2,755-52.2% |
| Participant deferral / active EE | $5,718 | $3,986+43.5% | $5,016+14.0% | $4,296+33.1% |
| Admin fee / account holder | $10,948 | $8,431+29.8% | $11,033-0.8% | $6,918+58.3% |