Filed January 30, 2008 (most recent of 3 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 | $121,694 | $125,758-3.2% | $169,993-28.4% | $75,163+61.9% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.0%+1.9pp | 67.2%+21.7pp |
| Annual return | 27.67% | 27.20%+0.5pp | 53.37%-25.7pp | 160.62%-132.9pp |
| Employer contribution / active EE | $4,333 | $4,615-6.1% | $6,785-36.1% | $2,670+62.3% |
| Participant deferral / active EE | $3,622 | $6,837-47.0% | $10,408-65.2% | $4,125-12.2% |
| Admin fee / account holder | $1,317 | $8,173-83.9% | $12,815-89.7% | $5,651-76.7% |