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 | $171,203 | $109,359+56.6% | $162,163+5.6% | $72,985+134.6% |
| Participation rate | 89.7% | 84.3%+5.4pp | 87.6%+2.1pp | 69.5%+20.2pp |
| Annual return | 23.07% | 25.46%-2.4pp | 115.59%-92.5pp | 81.00%-57.9pp |
| Employer contribution / active EE | $3,885 | $3,907-0.6% | $5,614-30.8% | $2,440+59.2% |
| Participant deferral / active EE | $7,178 | $5,481+31.0% | $7,298-1.6% | $3,607+99.0% |
| Admin fee / account holder | $2,490 | $7,972-68.8% | $10,843-77.0% | $5,124-51.4% |