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 | $186,819 | $125,758+48.6% | $169,993+9.9% | $75,163+148.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.38% | 27.20%-4.8pp | 53.37%-31.0pp | 160.62%-138.2pp |
| Employer contribution / active EE | $12,394 | $4,615+168.6% | $6,785+82.7% | $2,670+364.2% |
| Participant deferral / active EE | $13,468 | $6,837+97.0% | $10,408+29.4% | $4,125+226.5% |
| Admin fee / account holder | $21,386 | $8,173+161.7% | $12,815+66.9% | $5,651+278.5% |