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 | $173,381 | $123,793+40.1% | $177,821-2.5% | $79,858+117.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.56% | 22.82%-6.3pp | 48.32%-31.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $4,003 | $4,095-2.3% | $5,918-32.4% | $2,471+62.0% |
| Participant deferral / active EE | $8,344 | $5,956+40.1% | $7,714+8.2% | $3,740+123.1% |
| Admin fee / account holder | $442 | $7,243-93.9% | $12,427-96.4% | $5,306-91.7% |