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 | $178,089 | $89,355+99.3% | $141,162+26.2% | $72,985+144.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.45% | 111.85%-88.4pp | 71.39%-47.9pp | 81.00%-57.6pp |
| Employer contribution / active EE | $4,138 | $3,114+32.9% | $4,735-12.6% | $2,440+69.6% |
| Participant deferral / active EE | $5,856 | $5,418+8.1% | $6,709-12.7% | $3,607+62.3% |
| Admin fee / account holder | $9,865 | $5,958+65.6% | $10,261-3.9% | $5,124+92.5% |