Filed January 17, 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 | $176,010 | $91,552+92.3% | $133,956+31.4% | $79,858+120.4% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.3pp | 69.6%+27.5pp |
| Annual return | 17.35% | 61.85%-44.5pp | 45.09%-27.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $6,263 | $2,384+162.8% | $3,919+59.8% | $2,471+153.5% |
| Participant deferral / active EE | $9,441 | $3,733+152.9% | $5,048+87.0% | $3,740+152.4% |
| Admin fee / account holder | $13,198 | $6,321+108.8% | $8,927+47.8% | $5,306+148.7% |