Filed November 20, 2008 (most recent of 4 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 | $84,677 | $137,414-38.4% | $189,513-55.3% | $85,850-1.4% |
| Participation rate | 98.6% | 84.6%+14.0pp | 87.8%+10.8pp | 69.3%+29.3pp |
| Annual return | 17.76% | 38.14%-20.4pp | 555.15%-537.4pp | 318.53%-300.8pp |
| Employer contribution / active EE | $5,281 | $4,344+21.6% | $6,162-14.3% | $2,565+105.9% |
| Participant deferral / active EE | $4,380 | $6,260-30.0% | $8,221-46.7% | $3,952+10.8% |
| Admin fee / account holder | $3,180 | $8,630-63.1% | $12,045-73.6% | $6,260-49.2% |