Filed February 28, 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 | $236,621 | $214,378+10.4% | $200,582+18.0% | $142,382+66.2% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 11.78% | 46.41%-34.6pp | 42.33%-30.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $7,924 | $6,841+15.8% | $6,419+23.4% | $4,299+84.3% |
| Participant deferral / active EE | $11,724 | $9,865+18.8% | $9,331+25.6% | $6,507+80.2% |
| Admin fee / account holder | $1,662 | $17,692-90.6% | $16,305-89.8% | $12,624-86.8% |