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 | $232,730 | $49,280+372.3% | $67,313+245.7% | $64,186+262.6% |
| Participation rate | 96.4% | 60.8%+35.6pp | 69.1%+27.3pp | 69.6%+26.8pp |
| Annual return | -4.03% | -1.39%-2.6pp | -4.08%+0.1pp | 7.63%-11.7pp |
| Employer contribution / active EE | $4,454 | $1,668+166.9% | $2,566+73.6% | $2,381+87.1% |
| Participant deferral / active EE | $9,082 | $2,484+265.6% | $3,568+154.5% | $3,470+161.8% |
| Admin fee / account holder | $16,893 | $3,863+337.4% | $4,507+274.8% | $4,888+245.6% |