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 | $105,314 | $65,041+61.9% | $90,951+15.8% | $79,858+31.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 19.45% | 30.45%-11.0pp | 134.60%-115.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,034 | $1,247-17.1% | $2,122-51.3% | $2,471-58.2% |
| Participant deferral / active EE | $6,934 | $2,512+176.1% | $3,373+105.6% | $3,740+85.4% |
| Admin fee / account holder | $2,852 | $4,536-37.1% | $5,959-52.1% | $5,306-46.2% |