Filed August 31, 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 | $97,224 | $56,199+73.0% | $67,652+43.7% | $59,632+63.0% |
| Participation rate | 95.0% | 71.5%+23.5pp | 75.7%+19.3pp | 68.7%+26.3pp |
| Annual return | 4.10% | 18505.31%-18501.2pp | 6625.04%-6620.9pp | 2041.28%-2037.2pp |
| Employer contribution / active EE | $4,402 | $1,614+172.7% | $2,266+94.3% | $2,203+99.9% |
| Participant deferral / active EE | $5,136 | $2,844+80.6% | $3,560+44.3% | $3,192+60.9% |
| Admin fee / account holder | $6,679 | $3,958+68.7% | $4,821+38.5% | $4,297+55.4% |