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 | $103,354 | $110,094-6.1% | $151,611-31.8% | $68,494+50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.63% | -10.12%-7.5pp | 3.33%-21.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,559 | $4,471+24.3% | $6,166-9.8% | $2,596+114.1% |
| Participant deferral / active EE | $4,510 | $6,527-30.9% | $8,363-46.1% | $4,027+12.0% |
| Admin fee / account holder | $8,507 | $7,719+10.2% | $11,616-26.8% | $5,403+57.5% |