Filed January 31, 2008 (most recent of 4 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 | $206,737 | $45,152+357.9% | $73,843+180.0% | $59,632+246.7% |
| Participation rate | 96.3% | 64.0%+32.3pp | 73.4%+22.9pp | 68.7%+27.6pp |
| Annual return | 0.42% | 27.40%-27.0pp | 2267.84%-2267.4pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $10,021 | $1,902+426.9% | $2,787+259.5% | $2,203+355.0% |
| Participant deferral / active EE | $5,507 | $2,574+114.0% | $3,583+53.7% | $3,192+72.5% |
| Admin fee / account holder | $26,457 | $3,516+652.4% | $4,880+442.1% | $4,297+515.7% |