Filed June 14, 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 | $74,835 | $160,055-53.2% | $140,016-46.6% | $135,375-44.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.21% | 911.38%-914.6pp | 651.12%-654.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $6,287 | $6,420-2.1% | $5,606+12.2% | $4,779+31.6% |
| Participant deferral / active EE | $5,670 | $7,642-25.8% | $6,927-18.1% | $5,609+1.1% |
| Admin fee / account holder | $2,253 | $13,328-83.1% | $10,705-79.0% | $10,827-79.2% |