Filed January 31, 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 | $133,141 | $109,359+21.7% | $162,163-17.9% | $72,985+82.4% |
| Participation rate | 93.0% | 84.3%+8.8pp | 87.6%+5.5pp | 69.5%+23.5pp |
| Annual return | 22.53% | 25.46%-2.9pp | 115.59%-93.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,781 | $3,907-28.8% | $5,614-50.5% | $2,440+14.0% |
| Participant deferral / active EE | $5,763 | $5,481+5.1% | $7,298-21.0% | $3,607+59.7% |
| Admin fee / account holder | $2,360 | $7,972-70.4% | $10,843-78.2% | $5,124-54.0% |