Filed December 22, 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 | $96,761 | $56,277+71.9% | $80,975+19.5% | $62,891+53.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 11.56% | 22.12%-10.6pp | 17.10%-5.5pp | 20.14%-8.6pp |
| Employer contribution / active EE | $2,901 | $1,943+49.3% | $3,714-21.9% | $2,281+27.2% |
| Participant deferral / active EE | $7,240 | $4,195+72.6% | $5,696+27.1% | $3,203+126.0% |
| Admin fee / account holder | $2,335 | $3,741-37.6% | $5,516-57.7% | $4,296-45.6% |