Filed August 15, 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 | $223,120 | $89,355+149.7% | $141,162+58.1% | $72,985+205.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.59% | 111.85%-88.3pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,500 | $3,114-19.7% | $4,735-47.2% | $2,440+2.5% |
| Participant deferral / active EE | $10,154 | $5,418+87.4% | $6,709+51.3% | $3,607+181.5% |
| Admin fee / account holder | $13,560 | $5,958+127.6% | $10,261+32.2% | $5,124+164.6% |