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 | $80,142 | $57,281+39.9% | $86,612-7.5% | $75,163+6.6% |
| Participation rate | 94.8% | 63.2%+31.6pp | 71.7%+23.1pp | 67.2%+27.6pp |
| Annual return | 20.35% | 2670.75%-2650.4pp | 591.07%-570.7pp | 160.62%-140.3pp |
| Employer contribution / active EE | $3,014 | $2,314+30.2% | $3,022-0.3% | $2,670+12.9% |
| Participant deferral / active EE | $6,666 | $3,318+100.9% | $4,438+50.2% | $4,125+61.6% |
| Admin fee / account holder | $11,687 | $4,112+184.2% | $5,614+108.2% | $5,651+106.8% |