Filed May 20, 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 | $138,298 | $159,602-13.3% | $150,045-7.8% | $142,382-2.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.09% | 70.24%-53.1pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $7,831 | $4,961+57.9% | $4,693+66.9% | $4,299+82.2% |
| Participant deferral / active EE | $12,015 | $8,310+44.6% | $7,997+50.2% | $6,507+84.6% |
| Admin fee / account holder | $12,557 | $14,846-15.4% | $13,435-6.5% | $12,624-0.5% |