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 | $68,666 | $110,094-37.6% | $151,611-54.7% | $68,494+0.3% |
| Participation rate | 88.3% | 84.0%+4.4pp | 87.5%+0.8pp | 67.9%+20.4pp |
| Annual return | -13.64% | -10.12%-3.5pp | 3.33%-17.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,404 | $4,471-46.2% | $6,166-61.0% | $2,596-7.4% |
| Participant deferral / active EE | $4,499 | $6,527-31.1% | $8,363-46.2% | $4,027+11.7% |
| Admin fee / account holder | $10,742 | $7,719+39.2% | $11,616-7.5% | $5,403+98.8% |