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 | $69,443 | $54,350+27.8% | $82,719-16.0% | $68,494+1.4% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -13.58% | -13.67%+0.1pp | 701.18%-714.8pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,023 | $2,218+36.3% | $3,009+0.5% | $2,596+16.5% |
| Participant deferral / active EE | $7,294 | $3,246+124.7% | $4,395+66.0% | $4,027+81.1% |
| Admin fee / account holder | $5,794 | $4,395+31.8% | $5,329+8.7% | $5,403+7.2% |