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 | $188,086 | $110,094+70.8% | $151,611+24.1% | $68,494+174.6% |
| Participation rate | 93.0% | 84.0%+9.1pp | 87.5%+5.5pp | 67.9%+25.1pp |
| Annual return | -11.94% | -10.12%-1.8pp | 3.33%-15.3pp | -7.84%-4.1pp |
| Employer contribution / active EE | $11,954 | $4,471+167.4% | $6,166+93.9% | $2,596+360.4% |
| Participant deferral / active EE | $5,840 | $6,527-10.5% | $8,363-30.2% | $4,027+45.0% |
| Admin fee / account holder | $23,457 | $7,719+203.9% | $11,616+101.9% | $5,403+334.2% |