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 | $80,812+109.2% | $160,784+5.1% | $82,448+105.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 13.87% | 100.59%-86.7pp | 1803.92%-1790.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $14,252 | $2,174+555.6% | $3,733+281.8% | $2,551+458.7% |
| Participant deferral / active EE | $10,973 | $4,335+153.1% | $6,293+74.4% | $4,139+165.1% |
| Admin fee / account holder | $28,116 | $7,695+265.4% | $9,717+189.3% | $7,234+288.6% |