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 | $160,697 | $54,762+193.4% | $90,281+78.0% | $72,985+120.2% |
| Participation rate | 96.3% | 65.1%+31.2pp | 73.3%+23.0pp | 69.5%+26.8pp |
| Annual return | 17.69% | 30.63%-12.9pp | 78.10%-60.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $6,686 | $2,092+219.5% | $2,854+134.2% | $2,440+174.0% |
| Participant deferral / active EE | $5,456 | $2,887+89.0% | $3,885+40.4% | $3,607+51.3% |
| Admin fee / account holder | $28,501 | $3,972+617.5% | $5,351+432.6% | $5,124+456.2% |