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 | $84,311 | $51,576+63.5% | $129,207-34.7% | $80,856+4.3% |
| Participation rate | 98.6% | 57.0%+41.7pp | 69.6%+29.0pp | 67.6%+31.0pp |
| Annual return | 15.63% | 20.81%-5.2pp | 9417.33%-9401.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,133 | $1,584+97.8% | $4,153-24.6% | $2,755+13.7% |
| Participant deferral / active EE | $4,102 | $2,669+53.7% | $4,168-1.6% | $4,296-4.5% |
| Admin fee / account holder | $1,348 | $4,305-68.7% | $7,715-82.5% | $6,918-80.5% |