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 | $64,871 | $64,707+0.3% | $112,228-42.2% | $68,494-5.3% |
| Participation rate | 71.8% | 67.2%+4.6pp | 75.1%-3.3pp | 67.9%+3.9pp |
| Annual return | -14.87% | -11.40%-3.5pp | 27.45%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,101 | $2,746-59.9% | $3,635-69.7% | $2,596-57.6% |
| Participant deferral / active EE | $4,959 | $3,565+39.1% | $4,728+4.9% | $4,027+23.1% |
| Admin fee / account holder | $6,253 | $5,232+19.5% | $6,410-2.5% | $5,403+15.7% |