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 | $43,860 | $42,894+2.3% | $60,874-27.9% | $68,494-36.0% |
| Participation rate | 90.0% | 66.8%+23.2pp | 73.1%+16.9pp | 67.9%+22.1pp |
| Annual return | -17.06% | -13.98%-3.1pp | 16.90%-34.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,711 | $1,978+87.6% | $2,701+37.4% | $2,596+42.9% |
| Participant deferral / active EE | $5,699 | $2,867+98.8% | $3,817+49.3% | $4,027+41.5% |
| Admin fee / account holder | $1,917 | $3,101-38.2% | $3,224-40.6% | $5,403-64.5% |