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 | $162,025 | $148,978+8.8% | $200,582-19.2% | $84,808+91.1% |
| Participation rate | 80.5% | 84.2%-3.7pp | 86.9%-6.4pp | 68.3%+12.2pp |
| Annual return | 17.30% | 28.16%-10.9pp | 42.33%-25.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $5,296 | $4,815+10.0% | $6,419-17.5% | $2,631+101.3% |
| Participant deferral / active EE | $4,414 | $7,142-38.2% | $9,331-52.7% | $4,212+4.8% |
| Admin fee / account holder | $20,529 | $13,977+46.9% | $16,305+25.9% | $7,344+179.5% |