Filed June 14, 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 | $63,068 | $48,076+31.2% | $78,689-19.9% | $62,891+0.3% |
| Participation rate | 91.4% | 65.2%+26.2pp | 73.6%+17.9pp | 69.3%+22.1pp |
| Annual return | 15.00% | 31.35%-16.4pp | 62.18%-47.2pp | 20.14%-5.1pp |
| Employer contribution / active EE | $4,668 | $2,015+131.7% | $2,851+63.8% | $2,281+104.7% |
| Participant deferral / active EE | $8,959 | $2,588+246.2% | $3,517+154.7% | $3,203+179.7% |
| Admin fee / account holder | $21,019 | $3,207+555.3% | $4,510+366.0% | $4,296+389.3% |