Filed May 20, 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 | $108,929 | $48,570+124.3% | $130,648-16.6% | $72,985+49.2% |
| Participation rate | 70.1% | 58.6%+11.6pp | 71.7%-1.6pp | 69.5%+0.7pp |
| Annual return | 22.44% | 38.63%-16.2pp | 1708.96%-1686.5pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,234 | $1,334+67.4% | $4,092-45.4% | $2,440-8.4% |
| Participant deferral / active EE | $3,207 | $2,384+34.5% | $3,603-11.0% | $3,607-11.1% |
| Admin fee / account holder | $20,049 | $3,549+464.9% | $5,464+266.9% | $5,124+291.2% |