Filed January 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 | $128,775 | $62,586+105.8% | $76,768+67.7% | $64,186+100.6% |
| Participation rate | 78.8% | 72.8%+6.0pp | 77.0%+1.9pp | 69.6%+9.3pp |
| Annual return | -6.05% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,805 | $1,832+53.1% | $2,485+12.9% | $2,381+17.8% |
| Participant deferral / active EE | $6,157 | $3,145+95.8% | $3,852+59.9% | $3,470+77.5% |
| Admin fee / account holder | $7,921 | $4,667+69.7% | $6,675+18.7% | $4,888+62.0% |