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 | $71,454 | $138,347-48.4% | $184,203-61.2% | $80,856-11.6% |
| Participation rate | 84.4% | 83.9%+0.5pp | 86.8%-2.4pp | 67.6%+16.7pp |
| Annual return | 12.97% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,439 | $4,850-49.7% | $6,427-62.1% | $2,755-11.5% |
| Participant deferral / active EE | $5,414 | $7,071-23.4% | $9,131-40.7% | $4,296+26.0% |
| Admin fee / account holder | $11,805 | $10,483+12.6% | $13,901-15.1% | $6,918+70.6% |