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 | $89,279 | $125,758-29.0% | $169,993-47.5% | $75,163+18.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.73% | 27.20%-6.5pp | 53.37%-32.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $6,011 | $4,615+30.3% | $6,785-11.4% | $2,670+125.2% |
| Participant deferral / active EE | $4,754 | $6,837-30.5% | $10,408-54.3% | $4,125+15.2% |
| Admin fee / account holder | $3,025 | $8,173-63.0% | $12,815-76.4% | $5,651-46.5% |