Filed May 31, 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 | $139,502 | $61,774+125.8% | $97,226+43.5% | $80,856+72.5% |
| Participation rate | 83.9% | 63.5%+20.4pp | 72.7%+11.2pp | 67.6%+16.3pp |
| Annual return | 11.66% | -557.90%+569.6pp | 75.13%-63.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,287 | $1,837+24.5% | $2,729-16.2% | $2,755-17.0% |
| Participant deferral / active EE | $4,355 | $3,029+43.8% | $4,264+2.1% | $4,296+1.4% |
| Admin fee / account holder | $18,168 | $5,166+251.7% | $5,654+221.4% | $6,918+162.6% |