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 | $169,328 | $78,422+115.9% | $95,952+76.5% | $79,858+112.0% |
| Participation rate | 81.6% | 73.5%+8.1pp | 77.1%+4.6pp | 69.6%+12.0pp |
| Annual return | 13.53% | 19.37%-5.8pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,591 | $1,945+33.2% | $2,541+2.0% | $2,471+4.9% |
| Participant deferral / active EE | $5,580 | $3,440+62.2% | $4,167+33.9% | $3,740+49.2% |
| Admin fee / account holder | $15,103 | $5,622+168.6% | $6,795+122.2% | $5,306+184.6% |