Filed April 29, 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 | $162,077 | $100,773+60.8% | $88,946+82.2% | $142,382+13.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.77% | 70.18%-55.4pp | 57.82%-43.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,410 | $2,918-51.7% | $2,555-44.8% | $4,299-67.2% |
| Participant deferral / active EE | $2,724 | $5,230-47.9% | $4,581-40.5% | $6,507-58.1% |
| Admin fee / account holder | $8,114 | $9,693-16.3% | $8,261-1.8% | $12,624-35.7% |