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 | $61,157 | $125,758-51.4% | $169,993-64.0% | $75,163-18.6% |
| Participation rate | 96.8% | 83.6%+13.2pp | 87.0%+9.8pp | 67.2%+29.6pp |
| Annual return | 14.43% | 27.20%-12.8pp | 53.37%-38.9pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,202 | $4,615-30.6% | $6,785-52.8% | $2,670+19.9% |
| Participant deferral / active EE | $4,328 | $6,837-36.7% | $10,408-58.4% | $4,125+4.9% |
| Admin fee / account holder | $3,200 | $8,173-60.9% | $12,815-75.0% | $5,651-43.4% |