Filed July 1, 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 | $46,322 | $45,073+2.8% | $69,455-33.3% | $72,985-36.5% |
| Participation rate | 88.6% | 68.5%+20.1pp | 74.6%+14.0pp | 69.5%+19.2pp |
| Annual return | 22.60% | 22.65%0pp | 28.97%-6.4pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,602 | $2,054+26.7% | $2,779-6.4% | $2,440+6.7% |
| Participant deferral / active EE | $3,866 | $2,602+48.6% | $3,535+9.3% | $3,607+7.2% |
| Admin fee / account holder | $494 | $3,056-83.8% | $3,839-87.1% | $5,124-90.4% |