Filed April 1, 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 | $86,210 | $100,041-13.8% | $149,718-42.4% | $70,131+22.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.83% | 27.43%-10.6pp | 1501.63%-1484.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $5,078 | $3,662+38.7% | $5,445-6.7% | $2,342+116.8% |
| Participant deferral / active EE | $3,786 | $4,983-24.0% | $6,569-42.4% | $3,332+13.6% |
| Admin fee / account holder | $1,815 | $8,286-78.1% | $11,283-83.9% | $4,645-60.9% |