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 | $244,296 | $185,822+31.5% | $169,993+43.7% | $139,434+75.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.41% | 60.50%-48.1pp | 53.37%-41.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $9,167 | $7,590+20.8% | $6,785+35.1% | $4,751+93.0% |
| Participant deferral / active EE | $11,130 | $11,622-4.2% | $10,408+6.9% | $6,710+65.9% |
| Admin fee / account holder | $5,294 | $15,381-65.6% | $12,815-58.7% | $11,403-53.6% |