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 | $167,781 | $48,570+245.4% | $130,648+28.4% | $72,985+129.9% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 22.58% | 38.63%-16.1pp | 1708.96%-1686.4pp | 81.00%-58.4pp |
| Employer contribution / active EE | $5,930 | $1,334+344.5% | $4,092+44.9% | $2,440+143.1% |
| Participant deferral / active EE | $7,762 | $2,384+225.6% | $3,603+115.4% | $3,607+115.2% |
| Admin fee / account holder | $10,103 | $3,549+184.7% | $5,464+84.9% | $5,124+97.1% |