Filed June 12, 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 | $99,959 | $94,529+5.7% | $140,016-28.6% | $64,186+55.7% |
| Participation rate | 90.0% | 84.1%+5.9pp | 87.5%+2.5pp | 69.6%+20.4pp |
| Annual return | -0.87% | 7.77%-8.6pp | 651.12%-652.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $6,236 | $3,812+63.6% | $5,606+11.2% | $2,381+161.9% |
| Participant deferral / active EE | $7,934 | $5,250+51.1% | $6,927+14.5% | $3,470+128.7% |
| Admin fee / account holder | $17,147 | $6,741+154.4% | $10,705+60.2% | $4,888+250.8% |