Filed November 13, 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 | $109,264 | $77,813+40.4% | $123,544-11.6% | $64,186+70.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.06% | 12.48%-16.5pp | 119.20%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $7,558 | $3,014+150.8% | $4,628+63.3% | $2,381+217.5% |
| Participant deferral / active EE | $6,144 | $5,240+17.3% | $6,426-4.4% | $3,470+77.1% |
| Admin fee / account holder | $5,419 | $5,519-1.8% | $9,284-41.6% | $4,888+10.9% |