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 | $156,664 | $54,350+188.3% | $82,719+89.4% | $68,494+128.7% |
| Participation rate | 86.2% | 63.9%+22.3pp | 72.6%+13.7pp | 67.9%+18.3pp |
| Annual return | -13.38% | -13.67%+0.3pp | 701.18%-714.6pp | -7.84%-5.5pp |
| Employer contribution / active EE | $3,139 | $2,218+41.5% | $3,009+4.3% | $2,596+20.9% |
| Participant deferral / active EE | $6,410 | $3,246+97.5% | $4,395+45.9% | $4,027+59.2% |
| Admin fee / account holder | $12,942 | $4,395+194.4% | $5,329+142.9% | $5,403+139.5% |