Filed November 8, 2008 (most recent of 3 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 | $125,477 | $123,793+1.4% | $177,821-29.4% | $79,858+57.1% |
| Participation rate | 89.7% | 84.7%+5.1pp | 87.7%+2.0pp | 69.6%+20.1pp |
| Annual return | 13.59% | 22.82%-9.2pp | 48.32%-34.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $4,396 | $4,095+7.4% | $5,918-25.7% | $2,471+77.9% |
| Participant deferral / active EE | $3,024 | $5,956-49.2% | $7,714-60.8% | $3,740-19.1% |
| Admin fee / account holder | $11,611 | $7,243+60.3% | $12,427-6.6% | $5,306+118.8% |