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 | $54,286 | $110,094-50.7% | $151,611-64.2% | $68,494-20.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 87.5%-9.7pp | 67.9%+9.9pp |
| Annual return | -13.08% | -10.12%-3.0pp | 3.33%-16.4pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,274 | $4,471-49.1% | $6,166-63.1% | $2,596-12.4% |
| Participant deferral / active EE | $5,659 | $6,527-13.3% | $8,363-32.3% | $4,027+40.5% |
| Admin fee / account holder | $50,110 | $7,719+549.2% | $11,616+331.4% | $5,403+827.5% |