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 | $112,492 | $82,664+36.1% | $125,339-10.2% | $68,494+64.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.77% | -5.97%-6.8pp | 572.05%-584.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $7,949 | $3,381+135.1% | $4,814+65.1% | $2,596+206.2% |
| Participant deferral / active EE | $15,015 | $6,110+145.7% | $7,446+101.6% | $4,027+272.8% |
| Admin fee / account holder | $9,990 | $6,275+59.2% | $10,010-0.2% | $5,403+84.9% |