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 | $178,846 | $94,529+89.2% | $140,016+27.7% | $64,186+178.6% |
| Participation rate | 89.3% | 84.1%+5.2pp | 87.5%+1.8pp | 69.6%+19.7pp |
| Annual return | -6.04% | 7.77%-13.8pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,707 | $3,812-55.2% | $5,606-69.5% | $2,381-28.3% |
| Participant deferral / active EE | $5,998 | $5,250+14.2% | $6,927-13.4% | $3,470+72.9% |
| Admin fee / account holder | $4,627 | $6,741-31.4% | $10,705-56.8% | $4,888-5.3% |