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 | $128,111 | $102,317+25.2% | $146,958-12.8% | $80,856+58.4% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 17.46% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $4,516 | $3,713+21.6% | $4,933-8.5% | $2,755+63.9% |
| Participant deferral / active EE | $4,351 | $6,644-34.5% | $8,070-46.1% | $4,296+1.3% |
| Admin fee / account holder | $4,416 | $7,941-44.4% | $12,998-66.0% | $6,918-36.2% |