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 | $225,671 | $148,978+51.5% | $200,582+12.5% | $84,808+166.1% |
| Participation rate | 83.0% | 84.2%-1.3pp | 86.9%-3.9pp | 68.3%+14.7pp |
| Annual return | 13.77% | 28.16%-14.4pp | 42.33%-28.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,348 | $4,815-9.7% | $6,419-32.3% | $2,631+65.2% |
| Participant deferral / active EE | $6,104 | $7,142-14.5% | $9,331-34.6% | $4,212+44.9% |
| Admin fee / account holder | $24,202 | $13,977+73.2% | $16,305+48.4% | $7,344+229.6% |