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 | $134,922 | $63,355+113.0% | $91,989+46.7% | $72,985+84.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 25.76% | 35.35%-9.6pp | 69.02%-43.3pp | 81.00%-55.2pp |
| Employer contribution / active EE | $6,725 | $2,116+217.9% | $3,452+94.8% | $2,440+175.6% |
| Participant deferral / active EE | $7,885 | $4,883+61.5% | $5,923+33.1% | $3,607+118.6% |
| Admin fee / account holder | $3,993 | $4,668-14.5% | $7,743-48.4% | $5,124-22.1% |