Filed September 23, 2008 (most recent of 3 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 | $81,470 | $137,414-40.7% | $189,513-57.0% | $85,850-5.1% |
| Participation rate | 95.9% | 84.6%+11.3pp | 87.8%+8.1pp | 69.3%+26.6pp |
| Annual return | 13.97% | 38.14%-24.2pp | 555.15%-541.2pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,581 | $4,344-40.6% | $6,162-58.1% | $2,565+0.6% |
| Participant deferral / active EE | $4,924 | $6,260-21.3% | $8,221-40.1% | $3,952+24.6% |
| Admin fee / account holder | $5,999 | $8,630-30.5% | $12,045-50.2% | $6,260-4.2% |