Filed June 12, 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 | $151,366 | $123,793+22.3% | $177,821-14.9% | $79,858+89.5% |
| Participation rate | 95.3% | 84.7%+10.7pp | 87.7%+7.6pp | 69.6%+25.7pp |
| Annual return | 20.71% | 22.82%-2.1pp | 48.32%-27.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $11,035 | $4,095+169.4% | $5,918+86.4% | $2,471+346.6% |
| Participant deferral / active EE | $10,588 | $5,956+77.8% | $7,714+37.3% | $3,740+183.1% |
| Admin fee / account holder | $18,504 | $7,243+155.5% | $12,427+48.9% | $5,306+248.7% |