Filed June 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 | $225,139 | $138,044+63.1% | $125,339+79.6% | $134,475+67.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.92% | 750.33%-762.2pp | 572.05%-584.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $9,166 | $5,243+74.8% | $4,814+90.4% | $4,740+93.4% |
| Participant deferral / active EE | $28,712 | $7,799+268.2% | $7,446+285.6% | $6,400+348.6% |
| Admin fee / account holder | $307,459 | $11,571+2557.1% | $10,010+2971.7% | $11,426+2590.9% |