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 | $52,938 | $49,177+7.6% | $79,464-33.4% | $64,186-17.5% |
| Participation rate | 94.9% | 65.0%+29.9pp | 73.3%+21.6pp | 69.6%+25.3pp |
| Annual return | -7.22% | -1.16%-6.1pp | 718.14%-725.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,683 | $2,076-18.9% | $2,800-39.9% | $2,381-29.3% |
| Participant deferral / active EE | $5,609 | $2,821+98.8% | $3,704+51.4% | $3,470+61.7% |
| Admin fee / account holder | $5,439 | $3,839+41.7% | $5,113+6.4% | $4,888+11.3% |