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 | $74,334 | $148,978-50.1% | $200,582-62.9% | $84,808-12.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.12% | 28.16%-14.0pp | 42.33%-28.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,544 | $4,815-26.4% | $6,419-44.8% | $2,631+34.7% |
| Participant deferral / active EE | $4,641 | $7,142-35.0% | $9,331-50.3% | $4,212+10.2% |
| Admin fee / account holder | $4,099 | $13,977-70.7% | $16,305-74.9% | $7,344-44.2% |