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 | $176,745 | $137,414+28.6% | $189,513-6.7% | $85,850+105.9% |
| Participation rate | 97.8% | 84.6%+13.2pp | 87.8%+10.0pp | 69.3%+28.5pp |
| Annual return | 17.96% | 38.14%-20.2pp | 555.15%-537.2pp | 318.53%-300.6pp |
| Employer contribution / active EE | $11,100 | $4,344+155.5% | $6,162+80.2% | $2,565+332.7% |
| Participant deferral / active EE | $11,558 | $6,260+84.6% | $8,221+40.6% | $3,952+192.5% |
| Admin fee / account holder | $9,158 | $8,630+6.1% | $12,045-24.0% | $6,260+46.3% |