Filed April 25, 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 | $101,093 | $65,685+53.9% | $57,179+76.8% | $273,961-63.1% |
| Participation rate | 91.3% | 78.3%+13.0pp | 75.3%+16.0pp | 83.0%+8.3pp |
| Annual return | 6.40% | 21.99%-15.6pp | 14.59%-8.2pp | 41.45%-35.0pp |
| Employer contribution / active EE | $4,114 | $3,279+25.5% | $2,682+53.4% | $4,869-15.5% |
| Participant deferral / active EE | $3,239 | $3,782-14.3% | $3,096+4.6% | $5,287-38.7% |
| Admin fee / account holder | $1,582 | $4,835-67.3% | $3,139-49.6% | $10,132-84.4% |