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 | $37,503 | $76,000-50.7% | $154,107-75.7% | $64,186-41.6% |
| Participation rate | 75.6% | 70.4%+5.2pp | 83.0%-7.4pp | 69.6%+6.0pp |
| Annual return | -4.92% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,302 | $3,351+58.2% | $5,298+0.1% | $2,381+122.7% |
| Participant deferral / active EE | $3,041 | $3,175-4.2% | $5,081-40.1% | $3,470-12.4% |
| Admin fee / account holder | $6,464 | $5,596+15.5% | $13,411-51.8% | $4,888+32.2% |