Filed May 10, 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 | $188,474 | $77,145+144.3% | $108,410+73.9% | $85,850+119.5% |
| Participation rate | 97.5% | 74.7%+22.8pp | 80.1%+17.4pp | 69.3%+28.2pp |
| Annual return | 13.82% | 44.54%-30.7pp | 905.27%-891.5pp | 318.53%-304.7pp |
| Employer contribution / active EE | $3,690 | $2,379+55.1% | $3,558+3.7% | $2,565+43.8% |
| Participant deferral / active EE | $6,945 | $5,566+24.8% | $6,563+5.8% | $3,952+75.7% |
| Admin fee / account holder | $2,360 | $5,172-54.4% | $7,295-67.6% | $6,260-62.3% |