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 | $191,611 | $54,350+252.6% | $82,719+131.6% | $68,494+179.7% |
| Participation rate | 97.8% | 63.9%+33.9pp | 72.6%+25.2pp | 67.9%+29.9pp |
| Annual return | -13.78% | -13.67%-0.1pp | 701.18%-715.0pp | -7.84%-5.9pp |
| Employer contribution / active EE | $13,082 | $2,218+489.8% | $3,009+334.8% | $2,596+403.9% |
| Participant deferral / active EE | $12,374 | $3,246+281.2% | $4,395+181.6% | $4,027+207.3% |
| Admin fee / account holder | $10,628 | $4,395+141.8% | $5,329+99.4% | $5,403+96.7% |