Filed May 10, 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 | $96,617 | $45,073+114.4% | $69,455+39.1% | $72,985+32.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.90% | 22.65%-3.8pp | 28.97%-10.1pp | 81.00%-62.1pp |
| Employer contribution / active EE | $5,623 | $2,054+173.8% | $2,779+102.4% | $2,440+130.5% |
| Participant deferral / active EE | $4,641 | $2,602+78.4% | $3,535+31.3% | $3,607+28.7% |
| Admin fee / account holder | $5,151 | $3,056+68.6% | $3,839+34.2% | $5,124+0.5% |