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 | $70,260 | $110,094-36.2% | $151,611-53.7% | $68,494+2.6% |
| Participation rate | 98.7% | 84.0%+14.7pp | 87.5%+11.2pp | 67.9%+30.8pp |
| Annual return | -16.50% | -10.12%-6.4pp | 3.33%-19.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,828 | $4,471+30.4% | $6,166-5.5% | $2,596+124.5% |
| Participant deferral / active EE | $4,309 | $6,527-34.0% | $8,363-48.5% | $4,027+7.0% |
| Admin fee / account holder | $8,976 | $7,719+16.3% | $11,616-22.7% | $5,403+66.1% |