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 | $93,467 | $125,758-25.7% | $169,993-45.0% | $75,163+24.4% |
| Participation rate | 94.9% | 83.6%+11.3pp | 87.0%+7.9pp | 67.2%+27.7pp |
| Annual return | 17.03% | 27.20%-10.2pp | 53.37%-36.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,279 | $6,837+35.7% | $10,408-10.8% | $4,125+124.9% |
| Admin fee / account holder | $1,947 | $8,173-76.2% | $12,815-84.8% | $5,651-65.6% |