Filed September 17, 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 | $64,901 | $48,046+35.1% | $84,611-23.3% | $72,985-11.1% |
| Participation rate | 96.5% | 57.6%+38.9pp | 68.2%+28.3pp | 69.5%+27.0pp |
| Annual return | 20.74% | 37.38%-16.6pp | 258.74%-238.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,451 | $1,602+53.0% | $2,652-7.6% | $2,440+0.5% |
| Participant deferral / active EE | $2,940 | $2,680+9.7% | $3,899-24.6% | $3,607-18.5% |
| Admin fee / account holder | $3,715 | $3,395+9.5% | $4,912-24.4% | $5,124-27.5% |