Filed June 12, 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 | $60,242 | $54,705+10.1% | $71,209-15.4% | $84,808-29.0% |
| Participation rate | 98.9% | 64.1%+34.8pp | 73.8%+25.1pp | 68.3%+30.6pp |
| Annual return | 15.28% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,336 | $2,158+54.6% | $2,721+22.6% | $2,631+26.8% |
| Participant deferral / active EE | $3,175 | $3,030+4.8% | $4,175-24.0% | $4,212-24.6% |
| Admin fee / account holder | $710 | $4,863-85.4% | $5,349-86.7% | $7,344-90.3% |