Filed February 29, 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 | $221,241 | $53,516+313.4% | $126,539+74.8% | $84,808+160.9% |
| Participation rate | 88.7% | 58.2%+30.5pp | 69.8%+18.9pp | 68.3%+20.4pp |
| Annual return | 20.06% | 58.34%-38.3pp | 425.95%-405.9pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,032 | $1,535+162.7% | $3,674+9.7% | $2,631+53.2% |
| Participant deferral / active EE | $8,242 | $2,671+208.6% | $4,083+101.9% | $4,212+95.7% |
| Admin fee / account holder | $1,999 | $4,497-55.5% | $6,065-67.0% | $7,344-72.8% |