Filed April 30, 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 | $242,333 | $125,758+92.7% | $169,993+42.6% | $75,163+222.4% |
| Participation rate | 83.9% | 83.6%+0.3pp | 87.0%-3.1pp | 67.2%+16.7pp |
| Annual return | 19.50% | 27.20%-7.7pp | 53.37%-33.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,767 | $4,615-61.7% | $6,785-74.0% | $2,670-33.8% |
| Participant deferral / active EE | $7,302 | $6,837+6.8% | $10,408-29.8% | $4,125+77.0% |
| Admin fee / account holder | $11,724 | $8,173+43.4% | $12,815-8.5% | $5,651+107.5% |