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 | $137,769 | $137,414+0.3% | $189,513-27.3% | $85,850+60.5% |
| Participation rate | 98.4% | 84.6%+13.7pp | 87.8%+10.6pp | 69.3%+29.0pp |
| Annual return | 12.57% | 38.14%-25.6pp | 555.15%-542.6pp | 318.53%-306.0pp |
| Employer contribution / active EE | $5,145 | $4,344+18.4% | $6,162-16.5% | $2,565+100.6% |
| Participant deferral / active EE | $4,526 | $6,260-27.7% | $8,221-44.9% | $3,952+14.5% |
| Admin fee / account holder | $28,538 | $8,630+230.7% | $12,045+136.9% | $6,260+355.9% |