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 | $82,017 | $60,124+36.4% | $90,404-9.3% | $79,858+2.7% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.7pp |
| Annual return | 12.51% | 71.94%-59.4pp | 1293.02%-1280.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,870 | $2,068-9.6% | $3,262-42.7% | $2,471-24.3% |
| Participant deferral / active EE | $6,276 | $2,938+113.6% | $3,963+58.4% | $3,740+67.8% |
| Admin fee / account holder | $2,593 | $3,976-34.8% | $5,611-53.8% | $5,306-51.1% |