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 | $53,843 | $167,484-67.9% | $151,611-64.5% | $134,475-60.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.52% | 7.80%-25.3pp | 3.33%-20.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,473 | $6,829-63.8% | $6,166-59.9% | $4,740-47.8% |
| Participant deferral / active EE | $5,439 | $8,986-39.5% | $8,363-35.0% | $6,400-15.0% |
| Admin fee / account holder | $6,498 | $13,783-52.9% | $11,616-44.1% | $11,426-43.1% |