Filed February 6, 2008 (most recent of 2 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 | $47,133 | $100,041-52.9% | $149,718-68.5% | $70,131-32.8% |
| Participation rate | 81.8% | 83.6%-1.8pp | 87.1%-5.3pp | 69.5%+12.3pp |
| Annual return | 15.13% | 27.43%-12.3pp | 1501.63%-1486.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,647 | $3,662-55.0% | $5,445-69.7% | $2,342-29.7% |
| Participant deferral / active EE | $2,560 | $4,983-48.6% | $6,569-61.0% | $3,332-23.2% |
| Admin fee / account holder | $4,509 | $8,286-45.6% | $11,283-60.0% | $4,645-2.9% |