Filed July 7, 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 | $69,476 | $50,958+36.3% | $74,550-6.8% | $64,186+8.2% |
| Participation rate | 98.1% | 61.1%+37.0pp | 69.1%+28.9pp | 69.6%+28.5pp |
| Annual return | -6.87% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,834 | $1,115+64.4% | $1,961-6.5% | $2,381-23.0% |
| Participant deferral / active EE | $5,082 | $2,301+120.8% | $3,108+63.5% | $3,470+46.5% |
| Admin fee / account holder | $1,092 | $4,223-74.1% | $5,060-78.4% | $4,888-77.7% |