Filed May 3, 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 8-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 | $69,144 | $89,753-23.0% | $107,525-35.7% | $84,808-18.5% |
| Participation rate | 92.6% | 68.1%+24.5pp | 75.1%+17.5pp | 68.3%+24.3pp |
| Annual return | 15.98% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,198 | $3,113+34.8% | $3,754+11.8% | $2,631+59.6% |
| Participant deferral / active EE | $9,248 | $4,056+128.0% | $5,116+80.8% | $4,212+119.6% |
| Admin fee / account holder | $16,450 | $7,222+127.8% | $8,919+84.4% | $7,344+124.0% |