Filed April 25, 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 | $126,124 | $85,202+48.0% | $172,739-27.0% | $72,985+72.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.19% | 27.32%-8.1pp | 802.84%-783.7pp | 81.00%-61.8pp |
| Employer contribution / active EE | $6,061 | $3,324+82.3% | $5,143+17.9% | $2,440+148.4% |
| Participant deferral / active EE | $6,255 | $3,260+91.9% | $5,198+20.3% | $3,607+73.4% |
| Admin fee / account holder | $1,142 | $5,884-80.6% | $13,954-91.8% | $5,124-77.7% |