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 | $35,304 | $57,281-38.4% | $86,612-59.2% | $75,163-53.0% |
| Participation rate | 98.2% | 63.2%+35.0pp | 71.7%+26.5pp | 67.2%+31.0pp |
| Annual return | 13.61% | 2670.75%-2657.1pp | 591.07%-577.5pp | 160.62%-147.0pp |
| Employer contribution / active EE | $6,389 | $2,314+176.0% | $3,022+111.4% | $2,670+139.3% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,883 | $4,112-54.2% | $5,614-66.5% | $5,651-66.7% |