Filed February 22, 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 | $90,491 | $89,355+1.3% | $141,162-35.9% | $72,985+24.0% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 28.76% | 111.85%-83.1pp | 71.39%-42.6pp | 81.00%-52.2pp |
| Employer contribution / active EE | $2,368 | $3,114-24.0% | $4,735-50.0% | $2,440-2.9% |
| Participant deferral / active EE | $6,722 | $5,418+24.1% | $6,709+0.2% | $3,607+86.3% |
| Admin fee / account holder | $12,976 | $5,958+117.8% | $10,261+26.5% | $5,124+153.2% |