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 | $170,924 | $70,587+142.1% | $124,672+37.1% | $85,850+99.1% |
| Participation rate | 94.1% | 64.4%+29.7pp | 74.6%+19.5pp | 69.3%+24.8pp |
| Annual return | 12.66% | 20688.83%-20676.2pp | 5142.93%-5130.3pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,244 | $1,913+69.5% | $3,324-2.4% | $2,565+26.5% |
| Participant deferral / active EE | $6,868 | $2,969+131.4% | $4,614+48.9% | $3,952+73.8% |
| Admin fee / account holder | $3,190 | $5,282-39.6% | $7,493-57.4% | $6,260-49.0% |