Filed March 17, 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 | $106,856 | $137,414-22.2% | $189,513-43.6% | $85,850+24.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 87.8%+1.1pp | 69.3%+19.6pp |
| Annual return | 11.80% | 38.14%-26.3pp | 555.15%-543.4pp | 318.53%-306.7pp |
| Employer contribution / active EE | $3,206 | $4,344-26.2% | $6,162-48.0% | $2,565+25.0% |
| Participant deferral / active EE | $3,227 | $6,260-48.4% | $8,221-60.7% | $3,952-18.3% |
| Admin fee / account holder | $20,425 | $8,630+136.7% | $12,045+69.6% | $6,260+226.3% |