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 | $191,117 | $123,793+54.4% | $177,821+7.5% | $79,858+139.3% |
| Participation rate | 97.4% | 84.7%+12.7pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 24.78% | 22.82%+2.0pp | 48.32%-23.5pp | 31.71%-6.9pp |
| Employer contribution / active EE | $3,916 | $4,095-4.4% | $5,918-33.8% | $2,471+58.5% |
| Participant deferral / active EE | $8,260 | $5,956+38.7% | $7,714+7.1% | $3,740+120.9% |
| Admin fee / account holder | $14,463 | $7,243+99.7% | $12,427+16.4% | $5,306+172.6% |