Filed April 16, 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 | $143,478 | $109,359+31.2% | $162,163-11.5% | $72,985+96.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.09% | 25.46%-5.4pp | 115.59%-95.5pp | 81.00%-60.9pp |
| Employer contribution / active EE | $3,510 | $3,907-10.2% | $5,614-37.5% | $2,440+43.9% |
| Participant deferral / active EE | $7,107 | $5,481+29.7% | $7,298-2.6% | $3,607+97.0% |
| Admin fee / account holder | $12,138 | $7,972+52.3% | $10,843+11.9% | $5,124+136.9% |