Filed March 18, 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 | $185,476 | $127,386+45.6% | $115,037+61.2% | $125,391+47.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.76% | 31.28%-32.0pp | 26.14%-26.9pp | 282.22%-283.0pp |
| Employer contribution / active EE | $5,615 | $5,166+8.7% | $4,608+21.9% | $4,866+15.4% |
| Participant deferral / active EE | $8,770 | $6,423+36.5% | $6,026+45.5% | $5,352+63.9% |
| Admin fee / account holder | $3,233 | $9,516-66.0% | $8,175-60.5% | $9,540-66.1% |