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 | $194,012 | $100,041+93.9% | $149,718+29.6% | $70,131+176.6% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.1%+5.2pp | 69.5%+22.8pp |
| Annual return | 18.81% | 27.43%-8.6pp | 1501.63%-1482.8pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,928 | $3,662-47.3% | $5,445-64.6% | $2,342-17.7% |
| Participant deferral / active EE | $6,592 | $4,983+32.3% | $6,569+0.4% | $3,332+97.9% |
| Admin fee / account holder | $3,951 | $8,286-52.3% | $11,283-65.0% | $4,645-15.0% |