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 | $208,043 | $110,094+89.0% | $151,611+37.2% | $68,494+203.7% |
| Participation rate | 89.6% | 84.0%+5.6pp | 87.5%+2.1pp | 67.9%+21.7pp |
| Annual return | -7.29% | -10.12%+2.8pp | 3.33%-10.6pp | -7.84%+0.5pp |
| Employer contribution / active EE | $3,735 | $4,471-16.5% | $6,166-39.4% | $2,596+43.9% |
| Participant deferral / active EE | $8,095 | $6,527+24.0% | $8,363-3.2% | $4,027+101.0% |
| Admin fee / account holder | $10,527 | $7,719+36.4% | $11,616-9.4% | $5,403+94.8% |