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.
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 | $110,706 | $49,227+124.9% | $70,449+57.1% | $79,858+38.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.89% | 30.06%-16.2pp | 109.03%-95.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $7,827 | $2,099+272.9% | $2,737+186.0% | $2,471+216.8% |
| Participant deferral / active EE | $13,652 | $2,768+393.3% | $3,709+268.1% | $3,740+265.0% |
| Admin fee / account holder | $12,834 | $2,878+345.9% | $3,845+233.8% | $5,306+141.9% |