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 | $220,169 | $110,094+100.0% | $151,611+45.2% | $68,494+221.4% |
| Participation rate | 89.2% | 84.0%+5.3pp | 87.5%+1.7pp | 67.9%+21.3pp |
| Annual return | -14.57% | -10.12%-4.5pp | 3.33%-17.9pp | -7.84%-6.7pp |
| Employer contribution / active EE | $5,150 | $4,471+15.2% | $6,166-16.5% | $2,596+98.3% |
| Participant deferral / active EE | $9,061 | $6,527+38.8% | $8,363+8.3% | $4,027+125.0% |
| Admin fee / account holder | $1,325 | $7,719-82.8% | $11,616-88.6% | $5,403-75.5% |