Filed May 31, 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 | $40,891 | $52,353-21.9% | $120,225-66.0% | $82,448-50.4% |
| Participation rate | 77.1% | 58.3%+18.8pp | 69.6%+7.5pp | 68.1%+9.0pp |
| Annual return | 13.51% | 61.85%-48.3pp | 439.23%-425.7pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,468 | $1,510-2.8% | $3,475-57.8% | $2,551-42.5% |
| Participant deferral / active EE | $3,074 | $2,627+17.0% | $3,999-23.1% | $4,139-25.7% |
| Admin fee / account holder | $3,259 | $4,363-25.3% | $5,696-42.8% | $7,234-54.9% |