Filed June 12, 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 | $187,485 | $100,041+87.4% | $149,718+25.2% | $70,131+167.3% |
| Participation rate | 95.2% | 83.6%+11.6pp | 87.1%+8.2pp | 69.5%+25.7pp |
| Annual return | 16.30% | 27.43%-11.1pp | 1501.63%-1485.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $3,872 | $3,662+5.7% | $5,445-28.9% | $2,342+65.3% |
| Participant deferral / active EE | $6,617 | $4,983+32.8% | $6,569+0.7% | $3,332+98.6% |
| Admin fee / account holder | $6,821 | $8,286-17.7% | $11,283-39.5% | $4,645+46.8% |