Filed April 8, 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 | $62,415 | $53,127+17.5% | $86,590-27.9% | $70,131-11.0% |
| Participation rate | 87.5% | 65.3%+22.2pp | 73.5%+14.0pp | 69.5%+18.0pp |
| Annual return | 17.23% | 27.66%-10.4pp | 964.84%-947.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,661 | $2,068-19.7% | $2,839-41.5% | $2,342-29.1% |
| Participant deferral / active EE | $5,722 | $2,696+112.3% | $3,609+58.6% | $3,332+71.7% |
| Admin fee / account holder | $21,987 | $3,585+513.2% | $4,906+348.2% | $4,645+373.3% |