Filed June 10, 2008 (most recent of 2 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 | $54,123 | $65,365-17.2% | $92,893-41.7% | $72,985-25.8% |
| Participation rate | 85.7% | 68.3%+17.4pp | 76.0%+9.7pp | 69.5%+16.2pp |
| Annual return | 17.23% | 42.10%-24.9pp | 109.41%-92.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,652 | $2,594-36.3% | $3,653-54.8% | $2,440-32.3% |
| Participant deferral / active EE | $5,150 | $3,128+64.6% | $4,236+21.6% | $3,607+42.8% |
| Admin fee / account holder | $7,198 | $4,251+69.3% | $5,794+24.2% | $5,124+40.5% |