Filed April 12, 2007 (most recent of 4 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 | $141,879 | $183,963-22.9% | $162,163-12.5% | $152,861-7.2% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 18.16% | 150.76%-132.6pp | 115.59%-97.4pp | 345.32%-327.2pp |
| Employer contribution / active EE | $4,482 | $6,371-29.6% | $5,614-20.2% | $4,762-5.9% |
| Participant deferral / active EE | $6,403 | $8,034-20.3% | $7,298-12.3% | $5,850+9.4% |
| Admin fee / account holder | $14,412 | $13,121+9.8% | $10,843+32.9% | $11,596+24.3% |