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 | $77,489 | $110,094-29.6% | $151,611-48.9% | $68,494+13.1% |
| Participation rate | 96.2% | 84.0%+12.3pp | 87.5%+8.7pp | 67.9%+28.3pp |
| Annual return | -17.17% | -10.12%-7.1pp | 3.33%-20.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,501 | $6,527+45.6% | $8,363+13.6% | $4,027+135.9% |
| Admin fee / account holder | $844 | $7,719-89.1% | $11,616-92.7% | $5,403-84.4% |