Filed April 2, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $112,010 | $100,041+12.0% | $149,718-25.2% | $70,131+59.7% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.1%+5.5pp | 69.5%+23.0pp |
| Annual return | 20.43% | 27.43%-7.0pp | 1501.63%-1481.2pp | 73.14%-52.7pp |
| Employer contribution / active EE | $2,394 | $3,662-34.6% | $5,445-56.0% | $2,342+2.2% |
| Participant deferral / active EE | $2,292 | $4,983-54.0% | $6,569-65.1% | $3,332-31.2% |
| Admin fee / account holder | $2,169 | $8,286-73.8% | $11,283-80.8% | $4,645-53.3% |