Filed April 30, 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 | $154,420 | $87,841+75.8% | $133,980+15.3% | $62,891+145.5% |
| Participation rate | 93.1% | 83.4%+9.7pp | 87.1%+6.0pp | 69.3%+23.8pp |
| Annual return | 10.04% | 12.05%-2.0pp | 29.30%-19.3pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,576 | $3,483-54.8% | $5,211-69.8% | $2,281-30.9% |
| Participant deferral / active EE | $5,517 | $4,812+14.7% | $6,282-12.2% | $3,203+72.3% |
| Admin fee / account holder | $6,807 | $5,371+26.7% | $9,324-27.0% | $4,296+58.5% |