Filed June 27, 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 | $169,030 | $83,902+101.5% | $167,512+0.9% | $84,808+99.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 13.87% | 91.55%-77.7pp | 1615.79%-1601.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $14,252 | $2,264+529.5% | $3,882+267.2% | $2,631+441.7% |
| Participant deferral / active EE | $10,973 | $4,442+147.0% | $6,405+71.3% | $4,212+160.6% |
| Admin fee / account holder | $28,116 | $7,915+255.2% | $9,769+187.8% | $7,344+282.9% |