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 | $116,886 | $82,664+41.4% | $125,339-6.7% | $68,494+70.7% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -16.31% | -5.97%-10.3pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $4,379 | $3,381+29.5% | $4,814-9.0% | $2,596+68.7% |
| Participant deferral / active EE | $4,866 | $6,110-20.4% | $7,446-34.7% | $4,027+20.8% |
| Admin fee / account holder | $39,167 | $6,275+524.1% | $10,010+291.3% | $5,403+624.9% |