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 | $245,100 | $125,758+94.9% | $169,993+44.2% | $75,163+226.1% |
| Participation rate | 89.6% | 83.6%+6.0pp | 87.0%+2.6pp | 67.2%+22.4pp |
| Annual return | 14.25% | 27.20%-13.0pp | 53.37%-39.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $3,727 | $4,615-19.2% | $6,785-45.1% | $2,670+39.6% |
| Participant deferral / active EE | $8,105 | $6,837+18.5% | $10,408-22.1% | $4,125+96.5% |
| Admin fee / account holder | $5,542 | $8,173-32.2% | $12,815-56.8% | $5,651-1.9% |