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 | $181,084 | $70,475+156.9% | $100,516+80.2% | $79,858+126.8% |
| Participation rate | 97.7% | 73.7%+24.0pp | 79.4%+18.3pp | 69.6%+28.0pp |
| Annual return | 18.92% | 21.90%-3.0pp | 30.89%-12.0pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,509 | $2,165+15.9% | $3,418-26.6% | $2,471+1.6% |
| Participant deferral / active EE | $8,502 | $5,181+64.1% | $6,270+35.6% | $3,740+127.3% |
| Admin fee / account holder | $3,983 | $4,478-11.1% | $8,081-50.7% | $5,306-24.9% |