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 | $57,861 | $197,591-70.7% | $177,821-67.5% | $158,922-63.6% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 15.07% | 58.76%-43.7pp | 48.32%-33.2pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,853 | $6,697-72.3% | $5,918-68.7% | $4,761-61.1% |
| Participant deferral / active EE | $3,597 | $8,405-57.2% | $7,714-53.4% | $5,982-39.9% |
| Admin fee / account holder | $2,211 | $15,399-85.6% | $12,427-82.2% | $11,246-80.3% |