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 | $76,713 | $137,414-44.2% | $189,513-59.5% | $85,850-10.6% |
| Participation rate | 80.3% | 84.6%-4.3pp | 87.8%-7.5pp | 69.3%+10.9pp |
| Annual return | 13.50% | 38.14%-24.6pp | 555.15%-541.6pp | 318.53%-305.0pp |
| Employer contribution / active EE | $4,822 | $4,344+11.0% | $6,162-21.7% | $2,565+88.0% |
| Participant deferral / active EE | $4,334 | $6,260-30.8% | $8,221-47.3% | $3,952+9.7% |
| Admin fee / account holder | $10,165 | $8,630+17.8% | $12,045-15.6% | $6,260+62.4% |