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 | $48,459 | $65,409-25.9% | $98,442-50.8% | $85,850-43.6% |
| Participation rate | 98.6% | 65.0%+33.6pp | 73.3%+25.2pp | 69.3%+29.3pp |
| Annual return | 16.14% | 21.76%-5.6pp | 1492.73%-1476.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,864 | $2,168+32.1% | $2,960-3.2% | $2,565+11.7% |
| Participant deferral / active EE | $3,017 | $3,166-4.7% | $4,276-29.5% | $3,952-23.7% |
| Admin fee / account holder | $1,528 | $4,593-66.7% | $5,949-74.3% | $6,260-75.6% |