Filed February 19, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,235 | $105,998-25.2% | $92,233-14.1% | $147,584-46.3% |
| Participation rate | 84.2% | 80.4%+3.8pp | 76.5%+7.7pp | 82.8%+1.4pp |
| Annual return | 19.56% | 50.05%-30.5pp | 176.28%-156.7pp | 578.55%-559.0pp |
| Employer contribution / active EE | $348 | $4,333-92.0% | $3,679-90.5% | $4,876-92.9% |
| Participant deferral / active EE | $2,868 | $4,478-35.9% | $3,897-26.4% | $5,439-47.3% |
| Admin fee / account holder | $4,637 | $6,332-26.8% | $5,194-10.7% | $10,885-57.4% |