Filed March 12, 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 | $140,548 | $185,822-24.4% | $169,993-17.3% | $139,434+0.8% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 15.83% | 60.50%-44.7pp | 53.37%-37.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $6,127 | $7,590-19.3% | $6,785-9.7% | $4,751+29.0% |
| Participant deferral / active EE | $7,273 | $11,622-37.4% | $10,408-30.1% | $6,710+8.4% |
| Admin fee / account holder | $12,347 | $15,381-19.7% | $12,815-3.7% | $11,403+8.3% |