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 | $136,377 | $125,758+8.4% | $169,993-19.8% | $75,163+81.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.90% | 27.20%-8.3pp | 53.37%-34.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $4,090 | $4,615-11.4% | $6,785-39.7% | $2,670+53.2% |
| Participant deferral / active EE | $8,305 | $6,837+21.5% | $10,408-20.2% | $4,125+101.3% |
| Admin fee / account holder | $840 | $8,173-89.7% | $12,815-93.4% | $5,651-85.1% |