Filed January 16, 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 | $142,901 | $87,841+62.7% | $133,980+6.7% | $62,891+127.2% |
| Participation rate | 96.8% | 83.4%+13.4pp | 87.1%+9.8pp | 69.3%+27.5pp |
| Annual return | 6.61% | 12.05%-5.4pp | 29.30%-22.7pp | 20.14%-13.5pp |
| Employer contribution / active EE | $6,028 | $3,483+73.1% | $5,211+15.7% | $2,281+164.3% |
| Participant deferral / active EE | $3,846 | $4,812-20.1% | $6,282-38.8% | $3,203+20.1% |
| Admin fee / account holder | $4,074 | $5,371-24.1% | $9,324-56.3% | $4,296-5.2% |