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 | $82,230 | $41,377+98.7% | $109,313-24.8% | $62,891+30.8% |
| Participation rate | 95.3% | 57.5%+37.8pp | 71.3%+24.1pp | 69.3%+26.0pp |
| Annual return | 6.32% | 11.05%-4.7pp | 22.07%-15.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,639 | $1,276+106.8% | $3,892-32.2% | $2,281+15.7% |
| Participant deferral / active EE | $6,743 | $2,045+229.7% | $3,166+113.0% | $3,203+110.5% |
| Admin fee / account holder | $4,461 | $2,884+54.7% | $5,666-21.3% | $4,296+3.9% |