Filed April 26, 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 | $159,761 | $87,013+83.6% | $106,213+50.4% | $80,856+97.6% |
| Participation rate | 70.8% | 70.4%+0.4pp | 75.3%-4.4pp | 67.6%+3.2pp |
| Annual return | 13.85% | 17.05%-3.2pp | 116.14%-102.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,970 | $2,395+107.5% | $3,171+56.7% | $2,755+80.4% |
| Participant deferral / active EE | $7,003 | $3,986+75.7% | $5,016+39.6% | $4,296+63.0% |
| Admin fee / account holder | $27,781 | $8,431+229.5% | $11,033+151.8% | $6,918+301.6% |