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 | $44,798 | $49,227-9.0% | $70,449-36.4% | $79,858-43.9% |
| Participation rate | 89.1% | 69.2%+20.0pp | 75.1%+14.1pp | 69.6%+19.5pp |
| Annual return | 16.88% | 30.06%-13.2pp | 109.03%-92.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,814 | $2,099+34.1% | $2,737+2.8% | $2,471+13.9% |
| Participant deferral / active EE | $3,508 | $2,768+26.7% | $3,709-5.4% | $3,740-6.2% |
| Admin fee / account holder | $6,544 | $2,878+127.4% | $3,845+70.2% | $5,306+23.3% |