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 | $147,949 | $58,828+151.5% | $77,999+89.7% | $62,891+135.2% |
| Participation rate | 86.5% | 71.1%+15.5pp | 75.5%+11.0pp | 69.3%+17.2pp |
| Annual return | 7.64% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $5,361 | $1,672+220.7% | $2,470+117.0% | $2,281+135.0% |
| Participant deferral / active EE | $7,671 | $2,686+185.6% | $3,497+119.4% | $3,203+139.5% |
| Admin fee / account holder | $1,732 | $4,393-60.6% | $5,480-68.4% | $4,296-59.7% |