Filed August 6, 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 | $56,747 | $123,793-54.2% | $177,821-68.1% | $79,858-28.9% |
| Participation rate | 94.8% | 84.7%+10.1pp | 87.7%+7.1pp | 69.6%+25.2pp |
| Annual return | 16.70% | 22.82%-6.1pp | 48.32%-31.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $5,032 | $4,095+22.9% | $5,918-15.0% | $2,471+103.7% |
| Participant deferral / active EE | $4,053 | $5,956-32.0% | $7,714-47.5% | $3,740+8.4% |
| Admin fee / account holder | $5,155 | $7,243-28.8% | $12,427-58.5% | $5,306-2.8% |