Filed April 10, 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 | $168,346 | $58,208+189.2% | $81,812+105.8% | $80,856+108.2% |
| Participation rate | 74.5% | 63.4%+11.1pp | 72.3%+2.1pp | 67.6%+6.8pp |
| Annual return | 13.49% | 41.66%-28.2pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,554 | $2,340+51.9% | $2,912+22.0% | $2,755+29.0% |
| Participant deferral / active EE | $13,207 | $3,281+302.5% | $4,319+205.8% | $4,296+207.4% |
| Admin fee / account holder | $18,096 | $4,981+263.3% | $7,386+145.0% | $6,918+161.6% |