Filed January 18, 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 | $197,200 | $44,850+339.7% | $60,547+225.7% | $59,632+230.7% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | 0.59% | 1074.14%-1073.5pp | 335.64%-335.0pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $4,140 | $1,462+183.2% | $2,419+71.1% | $2,203+87.9% |
| Participant deferral / active EE | $8,632 | $2,230+287.1% | $3,328+159.4% | $3,192+170.4% |
| Admin fee / account holder | $7,071 | $3,635+94.5% | $4,536+55.9% | $4,297+64.5% |