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 | $162,130 | $96,635+67.8% | $86,612+87.2% | $139,434+16.3% |
| Participation rate | 95.8% | 74.4%+21.4pp | 71.7%+24.1pp | 80.3%+15.5pp |
| Annual return | 15.02% | 106.41%-91.4pp | 591.07%-576.0pp | 372.94%-357.9pp |
| Employer contribution / active EE | $8,217 | $3,263+151.8% | $3,022+171.9% | $4,751+73.0% |
| Participant deferral / active EE | $6,281 | $4,836+29.9% | $4,438+41.5% | $6,710-6.4% |
| Admin fee / account holder | $23,766 | $6,408+270.9% | $5,614+323.3% | $11,403+108.4% |