Filed April 19, 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 | $137,942 | $94,529+45.9% | $140,016-1.5% | $64,186+114.9% |
| Participation rate | 97.8% | 84.1%+13.7pp | 87.5%+10.3pp | 69.6%+28.3pp |
| Annual return | -2.96% | 7.77%-10.7pp | 651.12%-654.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $4,085 | $3,812+7.2% | $5,606-27.1% | $2,381+71.6% |
| Participant deferral / active EE | $5,364 | $5,250+2.2% | $6,927-22.6% | $3,470+54.6% |
| Admin fee / account holder | $4,980 | $6,741-26.1% | $10,705-53.5% | $4,888+1.9% |