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 | $59,384 | $185,822-68.0% | $169,993-65.1% | $139,434-57.4% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 15.77% | 60.50%-44.7pp | 53.37%-37.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,115 | $7,590-59.0% | $6,785-54.1% | $4,751-34.4% |
| Participant deferral / active EE | $6,568 | $11,622-43.5% | $10,408-36.9% | $6,710-2.1% |
| Admin fee / account holder | $6,720 | $15,381-56.3% | $12,815-47.6% | $11,403-41.1% |