Filed February 7, 2008 (most recent of 2 filings on file)
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 | $56,871 | $137,414-58.6% | $189,513-70.0% | $85,850-33.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.22% | 38.14%-25.9pp | 555.15%-542.9pp | 318.53%-306.3pp |
| Employer contribution / active EE | $3,351 | $4,344-22.9% | $6,162-45.6% | $2,565+30.6% |
| Participant deferral / active EE | $4,425 | $6,260-29.3% | $8,221-46.2% | $3,952+12.0% |
| Admin fee / account holder | $4,812 | $8,630-44.2% | $12,045-60.0% | $6,260-23.1% |