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 | $101,254 | $72,400+39.9% | $67,502+50.0% | $145,922-30.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.25% | 7182.46%-7169.2pp | 3512.12%-3498.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,913 | $3,069-37.7% | $2,731-30.0% | $4,660-58.9% |
| Participant deferral / active EE | $6,698 | $4,783+40.0% | $4,000+67.5% | $6,688+0.2% |
| Admin fee / account holder | $10,401 | $5,539+87.8% | $3,998+160.2% | $13,397-22.4% |