Filed April 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 | $85,208 | $101,724-16.2% | $164,813-48.3% | $80,856+5.4% |
| Participation rate | 96.0% | 71.8%+24.2pp | 78.6%+17.4pp | 67.6%+28.4pp |
| Annual return | 30.95% | 16.72%+14.2pp | 69.93%-39.0pp | 35.59%-4.6pp |
| Employer contribution / active EE | $5,281 | $2,953+78.8% | $4,341+21.7% | $2,755+91.7% |
| Participant deferral / active EE | $13,720 | $4,477+206.4% | $6,031+127.5% | $4,296+219.4% |
| Admin fee / account holder | $32,090 | $8,227+290.0% | $12,690+152.9% | $6,918+363.9% |