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 | $52,353+322.6% | $120,225+84.0% | $82,448+168.3% |
| Participation rate | 88.7% | 58.3%+30.4pp | 69.6%+19.1pp | 68.1%+20.6pp |
| Annual return | 20.06% | 61.85%-41.8pp | 439.23%-419.2pp | 41.64%-21.6pp |
| Employer contribution / active EE | $4,032 | $1,510+167.0% | $3,475+16.0% | $2,551+58.0% |
| Participant deferral / active EE | $8,242 | $2,627+213.8% | $3,999+106.1% | $4,139+99.1% |
| Admin fee / account holder | $1,999 | $4,363-54.2% | $5,696-64.9% | $7,234-72.4% |