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 | $162,274 | $86,929+86.7% | $102,423+58.4% | $80,856+100.7% |
| Participation rate | 93.2% | 72.4%+20.8pp | 76.5%+16.7pp | 67.6%+25.5pp |
| Annual return | 13.31% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,021 | $2,369+27.5% | $3,023-0.1% | $2,755+9.7% |
| Participant deferral / active EE | $6,841 | $4,118+66.1% | $5,053+35.4% | $4,296+59.3% |
| Admin fee / account holder | $3,645 | $8,049-54.7% | $9,451-61.4% | $6,918-47.3% |