Filed April 15, 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 | $72,182 | $57,354+25.9% | $83,848-13.9% | $64,186+12.5% |
| Participation rate | 85.2% | 68.6%+16.6pp | 76.1%+9.0pp | 69.6%+15.6pp |
| Annual return | -7.85% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,260 | $2,545-50.5% | $3,631-65.3% | $2,381-47.1% |
| Participant deferral / active EE | $1,244 | $2,993-58.4% | $4,082-69.5% | $3,470-64.1% |
| Admin fee / account holder | $1,703 | $4,046-57.9% | $5,478-68.9% | $4,888-65.2% |