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 | $74,587 | $53,127+40.4% | $86,590-13.9% | $70,131+6.4% |
| Participation rate | 92.1% | 65.3%+26.8pp | 73.5%+18.6pp | 69.5%+22.6pp |
| Annual return | 19.45% | 27.66%-8.2pp | 964.84%-945.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $5,029 | $2,068+143.2% | $2,839+77.1% | $2,342+114.7% |
| Participant deferral / active EE | $9,443 | $2,696+250.3% | $3,609+161.7% | $3,332+183.4% |
| Admin fee / account holder | $2,866 | $3,585-20.1% | $4,906-41.6% | $4,645-38.3% |