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 | $72,422 | $52,279+38.5% | $89,391-19.0% | $79,858-9.3% |
| Participation rate | 98.3% | 57.5%+40.8pp | 68.0%+30.3pp | 69.6%+28.7pp |
| Annual return | 16.85% | 22.16%-5.3pp | 245.62%-228.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,689 | $1,572+71.1% | $2,586+4.0% | $2,471+8.8% |
| Participant deferral / active EE | $2,580 | $2,740-5.8% | $3,890-33.7% | $3,740-31.0% |
| Admin fee / account holder | $1,386 | $3,356-58.7% | $4,881-71.6% | $5,306-73.9% |