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 | $215,661 | $138,347+55.9% | $184,203+17.1% | $80,856+166.7% |
| Participation rate | 94.0% | 83.9%+10.1pp | 86.8%+7.2pp | 67.6%+26.4pp |
| Annual return | 16.68% | 20.02%-3.3pp | 28.81%-12.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $13,343 | $4,850+175.1% | $6,427+107.6% | $2,755+384.4% |
| Participant deferral / active EE | $14,016 | $7,071+98.2% | $9,131+53.5% | $4,296+226.3% |
| Admin fee / account holder | $22,770 | $10,483+117.2% | $13,901+63.8% | $6,918+229.1% |