Filed March 4, 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 | $42,615 | $84,233-49.4% | $170,442-75.0% | $70,131-39.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.79% | 23.06%-9.3pp | 205.93%-192.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $6,673 | $3,387+97.0% | $5,433+22.8% | $2,342+184.9% |
| Participant deferral / active EE | $3,698 | $3,086+19.8% | $4,939-25.1% | $3,332+11.0% |
| Admin fee / account holder | $13,879 | $5,698+143.6% | $13,8800% | $4,645+198.8% |