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 | $207,639 | $123,793+67.7% | $177,821+16.8% | $79,858+160.0% |
| Participation rate | 92.9% | 84.7%+8.2pp | 87.7%+5.1pp | 69.6%+23.2pp |
| Annual return | 11.76% | 22.82%-11.1pp | 48.32%-36.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $4,233 | $4,095+3.4% | $5,918-28.5% | $2,471+71.3% |
| Participant deferral / active EE | $8,438 | $5,956+41.7% | $7,714+9.4% | $3,740+125.6% |
| Admin fee / account holder | $7,119 | $7,243-1.7% | $12,427-42.7% | $5,306+34.2% |