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 | $227,762 | $109,359+108.3% | $162,163+40.5% | $72,985+212.1% |
| Participation rate | 89.7% | 84.3%+5.4pp | 87.6%+2.1pp | 69.5%+20.2pp |
| Annual return | 28.91% | 25.46%+3.5pp | 115.59%-86.7pp | 81.00%-52.1pp |
| Employer contribution / active EE | $1,733 | $3,907-55.6% | $5,614-69.1% | $2,440-29.0% |
| Participant deferral / active EE | $6,058 | $5,481+10.5% | $7,298-17.0% | $3,607+67.9% |
| Admin fee / account holder | $2,756 | $7,972-65.4% | $10,843-74.6% | $5,124-46.2% |