Filed June 15, 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 | $62,639 | $183,963-66.0% | $162,163-61.4% | $152,861-59.0% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.4%+10.4pp |
| Annual return | 17.72% | 150.76%-133.0pp | 115.59%-97.9pp | 345.32%-327.6pp |
| Employer contribution / active EE | $6,374 | $6,371+0.1% | $5,614+13.5% | $4,762+33.8% |
| Participant deferral / active EE | $5,550 | $8,034-30.9% | $7,298-24.0% | $5,850-5.1% |
| Admin fee / account holder | $35,909 | $13,121+173.7% | $10,843+231.2% | $11,596+209.7% |