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 | $154,027 | $138,347+11.3% | $184,203-16.4% | $80,856+90.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.65% | 20.02%-3.4pp | 28.81%-12.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $7,671 | $4,850+58.1% | $6,427+19.4% | $2,755+178.5% |
| Participant deferral / active EE | $5,703 | $7,071-19.3% | $9,131-37.5% | $4,296+32.8% |
| Admin fee / account holder | $3,434 | $10,483-67.2% | $13,901-75.3% | $6,918-50.4% |