Filed September 11, 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 | $111,495 | $168,632-33.9% | $147,614-24.5% | $125,391-11.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.27% | 77.65%-76.4pp | 61.98%-60.7pp | 282.22%-281.0pp |
| Employer contribution / active EE | $2,294 | $6,252-63.3% | $5,564-58.8% | $4,866-52.9% |
| Participant deferral / active EE | $7,686 | $5,507+39.6% | $4,895+57.0% | $5,352+43.6% |
| Admin fee / account holder | $1,121 | $13,580-91.7% | $11,611-90.3% | $9,540-88.2% |