Filed June 12, 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 | $40,148 | $60,124-33.2% | $90,404-55.6% | $79,858-49.7% |
| Participation rate | 98.6% | 65.0%+33.6pp | 72.7%+25.9pp | 69.6%+28.9pp |
| Annual return | 14.50% | 71.94%-57.4pp | 1293.02%-1278.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,880 | $2,068+39.3% | $3,262-11.7% | $2,471+16.6% |
| Participant deferral / active EE | $2,940 | $2,938+0.1% | $3,963-25.8% | $3,740-21.4% |
| Admin fee / account holder | $14,714 | $3,976+270.0% | $5,611+162.2% | $5,306+177.3% |