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 | $93,094 | $57,281+62.5% | $86,612+7.5% | $75,163+23.9% |
| Participation rate | 98.6% | 63.2%+35.5pp | 71.7%+27.0pp | 67.2%+31.5pp |
| Annual return | 18.26% | 2670.75%-2652.5pp | 591.07%-572.8pp | 160.62%-142.4pp |
| Employer contribution / active EE | $4,923 | $2,314+112.7% | $3,022+62.9% | $2,670+84.4% |
| Participant deferral / active EE | $4,836 | $3,318+45.8% | $4,438+9.0% | $4,125+17.2% |
| Admin fee / account holder | $4,714 | $4,112+14.6% | $5,614-16.0% | $5,651-16.6% |