Filed April 23, 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 | $179,804 | $88,751+102.6% | $81,812+119.8% | $145,922+23.2% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 17.58% | 1025.40%-1007.8pp | 773.79%-756.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $3,834 | $3,083+24.3% | $2,912+31.6% | $4,660-17.7% |
| Participant deferral / active EE | $9,978 | $4,643+114.9% | $4,319+131.0% | $6,688+49.2% |
| Admin fee / account holder | $1,698 | $8,415-79.8% | $7,386-77.0% | $13,397-87.3% |