Filed June 13, 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 | $38,174 | $82,523-53.7% | $115,752-67.0% | $70,131-45.6% |
| Participation rate | 77.2% | 74.0%+3.2pp | 77.8%-0.6pp | 69.5%+7.7pp |
| Annual return | 15.59% | 28.22%-12.6pp | 19.41%-3.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,012 | $2,758-63.3% | $3,492-71.0% | $2,342-56.8% |
| Participant deferral / active EE | $1,826 | $4,062-55.0% | $5,204-64.9% | $3,332-45.2% |
| Admin fee / account holder | $857 | $4,552-81.2% | $6,278-86.4% | $4,645-81.6% |