Filed November 17, 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 | $221,516 | $158,398+39.8% | $126,539+75.1% | $142,382+55.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 12.60% | 593.76%-581.2pp | 425.95%-413.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,804 | $4,650-39.7% | $3,674-23.7% | $4,299-34.8% |
| Participant deferral / active EE | $4,969 | $4,767+4.2% | $4,083+21.7% | $6,507-23.6% |
| Admin fee / account holder | $5,294 | $6,918-23.5% | $6,065-12.7% | $12,624-58.1% |