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 | $118,768 | $64,348+84.6% | $90,160+31.7% | $70,131+69.4% |
| Participation rate | 95.7% | 70.4%+25.3pp | 76.9%+18.9pp | 69.5%+26.2pp |
| Annual return | 17.44% | 28.13%-10.7pp | 34.88%-17.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $3,048 | $2,046+49.0% | $3,318-8.2% | $2,342+30.1% |
| Participant deferral / active EE | $6,699 | $4,389+52.6% | $5,288+26.7% | $3,332+101.1% |
| Admin fee / account holder | $14,050 | $3,944+256.3% | $5,943+136.4% | $4,645+202.4% |