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 | $162,743 | $99,020+64.4% | $86,590+87.9% | $147,584+10.3% |
| Participation rate | 95.7% | 76.3%+19.3pp | 73.5%+22.1pp | 82.8%+12.8pp |
| Annual return | 10.50% | 1312.34%-1301.8pp | 964.84%-954.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $5,264 | $3,132+68.1% | $2,839+85.4% | $4,876+8.0% |
| Participant deferral / active EE | $6,562 | $3,972+65.2% | $3,609+81.8% | $5,439+20.6% |
| Admin fee / account holder | $69,137 | $5,710+1110.7% | $4,906+1309.3% | $10,885+535.1% |