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 | $56,482 | $48,230+17.1% | $67,502-16.3% | $80,856-30.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.59% | 18.28%-4.7pp | 3512.12%-3498.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,793 | $2,020+87.8% | $2,731+38.9% | $2,755+37.7% |
| Participant deferral / active EE | $3,407 | $2,924+16.5% | $4,000-14.8% | $4,296-20.7% |
| Admin fee / account holder | $1,915 | $3,681-48.0% | $3,998-52.1% | $6,918-72.3% |