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 | $165,761 | $91,190+81.8% | $178,490-7.1% | $79,858+107.6% |
| Participation rate | 98.4% | 69.2%+29.2pp | 81.9%+16.5pp | 69.6%+28.8pp |
| Annual return | 13.40% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $6,299 | $3,256+93.5% | $5,011+25.7% | $2,471+154.9% |
| Participant deferral / active EE | $5,698 | $3,236+76.1% | $5,202+9.5% | $3,740+52.4% |
| Admin fee / account holder | $687 | $6,751-89.8% | $13,984-95.1% | $5,306-87.0% |