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 | $194,020 | $53,777+260.8% | $134,143+44.6% | $79,858+143.0% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 17.45% | 19.01%-1.6pp | 36.33%-18.9pp | 31.71%-14.3pp |
| Employer contribution / active EE | $6,892 | $1,321+421.6% | $3,704+86.1% | $2,471+178.9% |
| Participant deferral / active EE | $8,641 | $2,420+257.1% | $3,499+147.0% | $3,740+131.0% |
| Admin fee / account holder | $3,826 | $3,984-4.0% | $6,684-42.8% | $5,306-27.9% |