Filed February 8, 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 | $141,690 | $43,723+224.1% | $121,196+16.9% | $64,186+120.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -4.88% | 68.91%-73.8pp | 16.93%-21.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,751 | $1,296+343.7% | $4,022+43.0% | $2,381+141.6% |
| Participant deferral / active EE | $7,410 | $2,280+225.0% | $3,344+121.6% | $3,470+113.6% |
| Admin fee / account holder | $19,125 | $3,501+446.3% | $5,019+281.0% | $4,888+291.3% |