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 | $207,125 | $46,674+343.8% | $117,472+76.3% | $68,494+202.4% |
| Participation rate | 98.1% | 56.8%+41.4pp | 70.6%+27.6pp | 67.9%+30.3pp |
| Annual return | -18.12% | -14.52%-3.6pp | 29.74%-47.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $7,167 | $1,505+376.3% | $4,176+71.6% | $2,596+176.0% |
| Participant deferral / active EE | $8,744 | $2,636+231.7% | $4,070+114.8% | $4,027+117.1% |
| Admin fee / account holder | $2,743 | $4,020-31.8% | $5,645-51.4% | $5,403-49.2% |