Filed November 17, 2008 (most recent of 3 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 | $152,629 | $49,177+210.4% | $79,464+92.1% | $64,186+137.8% |
| Participation rate | 92.9% | 65.0%+27.8pp | 73.3%+19.5pp | 69.6%+23.3pp |
| Annual return | 8.97% | -1.16%+10.1pp | 718.14%-709.2pp | 7.63%+1.3pp |
| Employer contribution / active EE | $8,079 | $2,076+289.1% | $2,800+188.5% | $2,381+239.3% |
| Participant deferral / active EE | $8,423 | $2,821+198.5% | $3,704+127.4% | $3,470+142.8% |
| Admin fee / account holder | $11,186 | $3,839+191.4% | $5,113+118.8% | $4,888+128.9% |