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 | $191,992 | $148,978+28.9% | $200,582-4.3% | $84,808+126.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 26.92% | 28.16%-1.2pp | 42.33%-15.4pp | 40.90%-14.0pp |
| Employer contribution / active EE | $4,614 | $4,815-4.2% | $6,419-28.1% | $2,631+75.4% |
| Participant deferral / active EE | $8,990 | $7,142+25.9% | $9,331-3.7% | $4,212+113.5% |
| Admin fee / account holder | $8,427 | $13,977-39.7% | $16,305-48.3% | $7,344+14.8% |