Filed May 9, 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 | $97,886 | $65,409+49.7% | $98,442-0.6% | $85,850+14.0% |
| Participation rate | 95.6% | 65.0%+30.6pp | 73.3%+22.3pp | 69.3%+26.3pp |
| Annual return | 14.98% | 21.76%-6.8pp | 1492.73%-1477.7pp | 318.53%-303.6pp |
| Employer contribution / active EE | $3,987 | $2,168+83.9% | $2,960+34.7% | $2,565+55.4% |
| Participant deferral / active EE | $4,180 | $3,166+32.0% | $4,276-2.2% | $3,952+5.8% |
| Admin fee / account holder | $6,282 | $4,593+36.8% | $5,949+5.6% | $6,260+0.4% |