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 | $98,546 | $58,694+67.9% | $142,863-31.0% | $85,850+14.8% |
| Participation rate | 86.7% | 58.5%+28.2pp | 71.9%+14.7pp | 69.3%+17.4pp |
| Annual return | 16.49% | 27.72%-11.2pp | 5637.54%-5621.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,023 | $1,423+42.2% | $4,144-51.2% | $2,565-21.1% |
| Participant deferral / active EE | $2,877 | $2,607+10.3% | $3,837-25.0% | $3,952-27.2% |
| Admin fee / account holder | $3,771 | $4,239-11.0% | $6,560-42.5% | $6,260-39.8% |