Filed June 11, 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 | $141,505 | $64,324+120.0% | $118,925+19.0% | $79,858+77.2% |
| Participation rate | 96.0% | 64.9%+31.1pp | 75.4%+20.6pp | 69.6%+26.4pp |
| Annual return | 12.77% | 86.45%-73.7pp | 35.88%-23.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $3,410 | $1,836+85.7% | $3,263+4.5% | $2,471+38.0% |
| Participant deferral / active EE | $7,320 | $2,824+159.2% | $4,265+71.6% | $3,740+95.7% |
| Admin fee / account holder | $36,735 | $4,040+809.3% | $6,581+458.2% | $5,306+592.3% |