Filed January 18, 2007 (most recent of 2 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 4-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $110,238 | $102,317+7.7% | $146,958-25.0% | $80,856+36.3% |
| Participation rate | 91.7% | 75.8%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | 12.14% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $265 | $3,713-92.9% | $4,933-94.6% | $2,755-90.4% |
| Participant deferral / active EE | $7,783 | $6,644+17.1% | $8,070-3.6% | $4,296+81.2% |
| Admin fee / account holder | $4,261 | $7,941-46.3% | $12,998-67.2% | $6,918-38.4% |