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 | $142,721 | $56,357+153.2% | $104,294+36.8% | $68,494+108.4% |
| Participation rate | 95.5% | 63.3%+32.3pp | 73.3%+22.3pp | 67.9%+27.6pp |
| Annual return | -15.84% | -9.19%-6.7pp | 24.61%-40.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,562 | $1,960+81.7% | $3,372+5.6% | $2,596+37.2% |
| Participant deferral / active EE | $8,411 | $3,077+173.3% | $4,625+81.9% | $4,027+108.9% |
| Admin fee / account holder | $4,308 | $4,903-12.1% | $7,339-41.3% | $5,403-20.3% |