Filed May 1, 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 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 | $64,676 | $65,365-1.1% | $92,893-30.4% | $72,985-11.4% |
| Participation rate | 79.5% | 68.3%+11.2pp | 76.0%+3.5pp | 69.5%+10.1pp |
| Annual return | 24.75% | 42.10%-17.4pp | 109.41%-84.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,603 | $2,594-38.2% | $3,653-56.1% | $2,440-34.3% |
| Participant deferral / active EE | $3,262 | $3,128+4.3% | $4,236-23.0% | $3,607-9.6% |
| Admin fee / account holder | $6,745 | $4,251+58.7% | $5,794+16.4% | $5,124+31.6% |