Filed January 31, 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 | $187,710 | $153,772+22.1% | $133,980+40.1% | $273,961-31.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.25% | 36.51%-26.3pp | 29.30%-19.1pp | 41.45%-31.2pp |
| Employer contribution / active EE | $13,877 | $6,029+130.2% | $5,211+166.3% | $4,869+185.0% |
| Participant deferral / active EE | $14,514 | $6,958+108.6% | $6,282+131.0% | $5,287+174.5% |
| Admin fee / account holder | $34,277 | $11,765+191.4% | $9,324+267.6% | $10,132+238.3% |