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 | $149,040+48.6% | $120,225+84.3% | $137,256+61.4% |
| Participation rate | 85.7% | 75.4%+10.3pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 12.60% | 605.68%-593.1pp | 439.23%-426.6pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,804 | $4,350-35.5% | $3,475-19.3% | $4,156-32.5% |
| Participant deferral / active EE | $4,969 | $4,655+6.8% | $3,999+24.3% | $6,407-22.4% |
| Admin fee / account holder | $5,294 | $6,348-16.6% | $5,696-7.1% | $12,270-56.9% |