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 | $90,578 | $53,777+68.4% | $134,143-32.5% | $79,858+13.4% |
| Participation rate | 87.1% | 58.8%+28.4pp | 72.2%+15.0pp | 69.6%+17.5pp |
| Annual return | 18.70% | 19.01%-0.3pp | 36.33%-17.6pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,499 | $1,321+89.1% | $3,704-32.5% | $2,471+1.1% |
| Participant deferral / active EE | $3,489 | $2,420+44.1% | $3,499-0.3% | $3,740-6.7% |
| Admin fee / account holder | $13,659 | $3,984+242.8% | $6,684+104.3% | $5,306+157.4% |