Filed April 30, 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 | $86,171 | $125,758-31.5% | $169,993-49.3% | $75,163+14.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.88% | 27.20%-10.3pp | 53.37%-36.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,890 | $4,615-59.0% | $6,785-72.1% | $2,670-29.2% |
| Participant deferral / active EE | $5,205 | $6,837-23.9% | $10,408-50.0% | $4,125+26.2% |
| Admin fee / account holder | $10,108 | $8,173+23.7% | $12,815-21.1% | $5,651+78.9% |