Filed April 22, 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 | $121,395 | $72,177+68.2% | $115,037+5.5% | $59,632+103.6% |
| Participation rate | 98.4% | 72.6%+25.9pp | 81.4%+17.0pp | 68.7%+29.7pp |
| Annual return | 0.88% | 12.02%-11.1pp | 26.14%-25.3pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $3,324 | $2,841+17.0% | $4,608-27.9% | $2,203+50.9% |
| Participant deferral / active EE | $4,959 | $4,783+3.7% | $6,026-17.7% | $3,192+55.4% |
| Admin fee / account holder | $1,483 | $4,927-69.9% | $8,175-81.9% | $4,297-65.5% |