Filed December 29, 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 | $153,948 | $100,041+53.9% | $149,718+2.8% | $70,131+119.5% |
| Participation rate | 84.0% | 83.6%+0.4pp | 87.1%-3.1pp | 69.5%+14.5pp |
| Annual return | 13.22% | 27.43%-14.2pp | 1501.63%-1488.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $7,731 | $3,662+111.1% | $5,445+42.0% | $2,342+230.0% |
| Participant deferral / active EE | $7,282 | $4,983+46.2% | $6,569+10.9% | $3,332+118.6% |
| Admin fee / account holder | $6,485 | $8,286-21.7% | $11,283-42.5% | $4,645+39.6% |