Filed October 29, 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 | $75,956 | $100,041-24.1% | $149,718-49.3% | $70,131+8.3% |
| Participation rate | 82.4% | 83.6%-1.2pp | 87.1%-4.7pp | 69.5%+12.8pp |
| Annual return | 13.21% | 27.43%-14.2pp | 1501.63%-1488.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $4,206 | $3,662+14.9% | $5,445-22.7% | $2,342+79.6% |
| Participant deferral / active EE | $4,057 | $4,983-18.6% | $6,569-38.2% | $3,332+21.8% |
| Admin fee / account holder | $3,510 | $8,286-57.6% | $11,283-68.9% | $4,645-24.4% |