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 | $204,600 | $77,899+162.6% | $149,673+36.7% | $75,163+172.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.06% | 31.72%-11.7pp | 134.42%-114.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $4,178 | $3,137+33.2% | $4,818-13.3% | $2,670+56.5% |
| Participant deferral / active EE | $7,695 | $3,411+125.6% | $5,680+35.5% | $4,125+86.5% |
| Admin fee / account holder | $5,250 | $5,956-11.9% | $13,210-60.3% | $5,651-7.1% |