Filed May 14, 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 | $88,049 | $109,817-19.8% | $98,442-10.6% | $167,490-47.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.35% | 1956.69%-1940.3pp | 1492.73%-1476.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $4,328 | $3,224+34.2% | $2,960+46.2% | $4,837-10.5% |
| Participant deferral / active EE | $3,831 | $4,673-18.0% | $4,276-10.4% | $6,341-39.6% |
| Admin fee / account holder | $1,117 | $6,753-83.5% | $5,949-81.2% | $12,309-90.9% |