Filed June 27, 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 | $62,301 | $109,359-43.0% | $162,163-61.6% | $72,985-14.6% |
| Participation rate | 95.5% | 84.3%+11.2pp | 87.6%+7.9pp | 69.5%+26.0pp |
| Annual return | 48.64% | 25.46%+23.2pp | 115.59%-67.0pp | 81.00%-32.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,299 | $5,481+33.2% | $7,2980% | $3,607+102.3% |
| Admin fee / account holder | $567 | $7,972-92.9% | $10,843-94.8% | $5,124-88.9% |