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 | $141,811 | $94,529+50.0% | $140,016+1.3% | $64,186+120.9% |
| Participation rate | 85.7% | 84.1%+1.6pp | 87.5%-1.8pp | 69.6%+16.1pp |
| Annual return | -5.53% | 7.77%-13.3pp | 651.12%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,687 | $3,812-3.3% | $5,606-34.2% | $2,381+54.9% |
| Participant deferral / active EE | $6,270 | $5,250+19.4% | $6,927-9.5% | $3,470+80.7% |
| Admin fee / account holder | $10,718 | $6,741+59.0% | $10,705+0.1% | $4,888+119.3% |