Filed April 8, 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 | $119,781 | $92,703+29.2% | $82,719+44.8% | $134,475-10.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.50% | 944.92%-953.4pp | 701.18%-709.7pp | 417.96%-426.5pp |
| Employer contribution / active EE | $13,007 | $3,274+297.3% | $3,009+332.3% | $4,740+174.4% |
| Participant deferral / active EE | $9,111 | $4,802+89.7% | $4,395+107.3% | $6,400+42.4% |
| Admin fee / account holder | $446 | $5,983-92.5% | $5,329-91.6% | $11,426-96.1% |