Filed September 4, 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 | $229,720 | $56,484+306.7% | $169,463+35.6% | $64,186+257.9% |
| Participation rate | 93.9% | 64.5%+29.4pp | 77.8%+16.2pp | 69.6%+24.4pp |
| Annual return | 9.45% | -1.55%+11.0pp | 1.83%+7.6pp | 7.63%+1.8pp |
| Employer contribution / active EE | $16,799 | $1,832+816.7% | $4,159+303.9% | $2,381+605.6% |
| Participant deferral / active EE | $6,252 | $3,448+81.3% | $5,277+18.5% | $3,470+80.2% |
| Admin fee / account holder | $2,569 | $4,174-38.5% | $9,109-71.8% | $4,888-47.4% |