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 | $237,790 | $48,265+392.7% | $68,791+245.7% | $68,494+247.2% |
| Participation rate | 97.6% | 60.7%+37.0pp | 69.0%+28.6pp | 67.9%+29.8pp |
| Annual return | -14.51% | -12.71%-1.8pp | -6.38%-8.1pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,546 | $1,829+148.6% | $2,655+71.2% | $2,596+75.1% |
| Participant deferral / active EE | $10,381 | $2,867+262.1% | $3,941+163.4% | $4,027+157.8% |
| Admin fee / account holder | $17,768 | $4,355+307.9% | $4,932+260.3% | $5,403+228.9% |