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 | $166,620 | $59,107+181.9% | $86,436+92.8% | $68,494+143.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.40% | -0.23%-15.2pp | 4394.89%-4410.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,116 | $2,519+63.4% | $3,769+9.2% | $2,596+58.5% |
| Participant deferral / active EE | $7,997 | $5,901+35.5% | $6,952+15.0% | $4,027+98.6% |
| Admin fee / account holder | $3,964 | $5,637-29.7% | $6,731-41.1% | $5,403-26.6% |