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 | $165,748 | $102,966+61.0% | $90,281+83.6% | $152,861+8.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.89% | 95.16%-79.3pp | 78.10%-62.2pp | 345.32%-329.4pp |
| Employer contribution / active EE | $3,662 | $3,139+16.7% | $2,854+28.3% | $4,762-23.1% |
| Participant deferral / active EE | $10,197 | $4,281+138.2% | $3,885+162.4% | $5,850+74.3% |
| Admin fee / account holder | $44,457 | $6,171+620.5% | $5,351+730.8% | $11,596+283.4% |