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 | $128,117 | $123,793+3.5% | $177,821-28.0% | $79,858+60.4% |
| Participation rate | 95.5% | 84.7%+10.8pp | 87.7%+7.7pp | 69.6%+25.8pp |
| Annual return | 17.92% | 22.82%-4.9pp | 48.32%-30.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $5,379 | $4,095+31.4% | $5,918-9.1% | $2,471+117.7% |
| Participant deferral / active EE | $3,885 | $5,956-34.8% | $7,714-49.6% | $3,740+3.9% |
| Admin fee / account holder | $6,707 | $7,243-7.4% | $12,427-46.0% | $5,306+26.4% |