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 | $173,900 | $90,600+91.9% | $79,464+118.8% | $135,375+28.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.61% | 977.43%-982.0pp | 718.14%-722.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,848 | $3,068+25.4% | $2,800+37.4% | $4,779-19.5% |
| Participant deferral / active EE | $11,302 | $4,050+179.0% | $3,704+205.1% | $5,609+101.5% |
| Admin fee / account holder | $19,183 | $5,907+224.8% | $5,113+275.2% | $10,827+77.2% |