Filed June 11, 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 | $151,167 | $58,851+156.9% | $115,157+31.3% | $72,985+107.1% |
| Participation rate | 94.6% | 65.5%+29.0pp | 75.9%+18.7pp | 69.5%+25.1pp |
| Annual return | 18.33% | 23.16%-4.8pp | 35.60%-17.3pp | 81.00%-62.7pp |
| Employer contribution / active EE | $2,976 | $1,798+65.5% | $3,179-6.4% | $2,440+22.0% |
| Participant deferral / active EE | $5,820 | $2,643+120.2% | $4,168+39.6% | $3,607+61.3% |
| Admin fee / account holder | $15,497 | $6,370+143.3% | $7,088+118.6% | $5,124+202.4% |