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 | $217,194 | $47,944+353.0% | $67,834+220.2% | $62,891+245.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 6.31% | 11.77%-5.5pp | 138.47%-132.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,424 | $1,562+183.2% | $2,403+84.1% | $2,281+94.0% |
| Participant deferral / active EE | $8,517 | $2,247+279.1% | $3,160+169.6% | $3,203+165.9% |
| Admin fee / account holder | $16,793 | $3,712+352.4% | $4,622+263.3% | $4,296+290.9% |