Filed January 31, 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 | $154,422 | $100,041+54.4% | $149,718+3.1% | $70,131+120.2% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.1%+9.5pp | 69.5%+27.0pp |
| Annual return | 16.09% | 27.43%-11.3pp | 1501.63%-1485.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,719 | $3,662+1.6% | $5,445-31.7% | $2,342+58.8% |
| Participant deferral / active EE | $6,532 | $4,983+31.1% | $6,569-0.6% | $3,332+96.1% |
| Admin fee / account holder | $4,480 | $8,286-45.9% | $11,283-60.3% | $4,645-3.6% |