Filed August 27, 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 | $88,293 | $100,041-11.7% | $149,718-41.0% | $70,131+25.9% |
| Participation rate | 78.9% | 83.6%-4.6pp | 87.1%-8.1pp | 69.5%+9.4pp |
| Annual return | 17.52% | 27.43%-9.9pp | 1501.63%-1484.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,186 | $3,662-67.6% | $5,445-78.2% | $2,342-49.4% |
| Participant deferral / active EE | $7,129 | $4,983+43.1% | $6,569+8.5% | $3,332+114.0% |
| Admin fee / account holder | $4,513 | $8,286-45.5% | $11,283-60.0% | $4,645-2.9% |