Filed January 3, 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 | $42,292 | $160,055-73.6% | $140,016-69.8% | $135,375-68.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -5.18% | 911.38%-916.6pp | 651.12%-656.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,630 | $6,420-74.6% | $5,606-70.9% | $4,779-65.9% |
| Participant deferral / active EE | $2,932 | $7,642-61.6% | $6,927-57.7% | $5,609-47.7% |
| Admin fee / account holder | $1,704 | $13,328-87.2% | $10,705-84.1% | $10,827-84.3% |