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 | $138,988 | $138,347+0.5% | $184,203-24.5% | $80,856+71.9% |
| Participation rate | 81.8% | 83.9%-2.1pp | 86.8%-5.0pp | 67.6%+14.2pp |
| Annual return | 12.18% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $5,000 | $4,850+3.1% | $6,427-22.2% | $2,755+81.5% |
| Participant deferral / active EE | $4,065 | $7,071-42.5% | $9,131-55.5% | $4,296-5.4% |
| Admin fee / account holder | $623 | $10,483-94.1% | $13,901-95.5% | $6,918-91.0% |