Filed November 14, 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 | $161,396 | $84,695+90.6% | $73,843+118.6% | $125,391+28.7% |
| Participation rate | 84.6% | 76.8%+7.9pp | 73.4%+11.2pp | 83.2%+1.4pp |
| Annual return | 17.09% | 3123.53%-3106.4pp | 2267.84%-2250.7pp | 282.22%-265.1pp |
| Employer contribution / active EE | $2,584 | $3,123-17.3% | $2,787-7.3% | $4,866-46.9% |
| Participant deferral / active EE | $9,908 | $3,992+148.2% | $3,583+176.5% | $5,352+85.1% |
| Admin fee / account holder | $82,787 | $5,691+1354.7% | $4,880+1596.4% | $9,540+767.7% |