Filed April 8, 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 | $199,390 | $109,881+81.5% | $150,045+32.9% | $84,808+135.1% |
| Participation rate | 87.1% | 76.1%+11.1pp | 82.3%+4.8pp | 68.3%+18.8pp |
| Annual return | 18.08% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $5,691 | $3,561+59.8% | $4,693+21.3% | $2,631+116.3% |
| Participant deferral / active EE | $14,811 | $6,636+123.2% | $7,997+85.2% | $4,212+251.7% |
| Admin fee / account holder | $32,578 | $8,568+280.2% | $13,435+142.5% | $7,344+343.6% |